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Bradley & Co Private Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Bradley & Co Private Wealth Management’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-106
Closed -$2.19K – 203
2023
Q4 		$2.19K Buy
+106
New +$1.97K ﹤0.01% 172

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Creative Planning
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Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Bradley & Co Private Wealth Management's SCHH Position: Q1 2024 in Review

Bradley & Co Private Wealth Management sold out of Schwab US REIT ETF (SCHH) in Q1 2024, closing a stake of 106 shares — an estimated $2.19K sold.

Bradley & Co Private Wealth Management first reported a position in SCHH in Q4 2023 and held it in 1 quarter. The position peaked at $2.19K in Q4 2023. 497 funds tracked by Wall St. Rank hold SCHH as of Q1 2024.

  • Bradley & Co Private Wealth Management reported no remaining Schwab US REIT ETF position as of Q1 2024 after selling out during the quarter.
  • Bradley & Co Private Wealth Management sold 106 Schwab US REIT ETF shares in Q1 2024, an estimated $2.19K.
  • Bradley & Co Private Wealth Management first reported a position in Schwab US REIT ETF in Q4 2023 and held it in 1 quarter.
  • Bradley & Co Private Wealth Management's Schwab US REIT ETF position peaked at $2.19K in Q4 2023.
  • 497 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2024.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.