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Cambridge Trust’s Schwab US REIT ETF SCHH Stock Holding History

Cambridge Trust’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 		$20.3K Hold
1,000
– – ﹤0.01% 521
2023
Q4 		$20.7K Hold
1,000
– – ﹤0.01% 507
2023
Q3 		$17.8K Hold
1,000
– – ﹤0.01% 514
2023
Q2 		$19.5K Hold
1,000
– – ﹤0.01% 529
2023
Q1 		$19.5K Hold
1,000
– – ﹤0.01% 559
2022
Q4 		$19K Hold
1,000
– – ﹤0.01% 568
2022
Q3 		$19K Hold
1,000
– – ﹤0.01% 574
2022
Q2 		$21K Buy
+1,000
New +$23K ﹤0.01% 600

Other funds holding SCHH

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Cambridge Trust's SCHH Position: Q1 2024 in Review

Cambridge Trust held its Schwab US REIT ETF (SCHH) position steady in Q1 2024 at 1,000 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

Cambridge Trust first reported a position in SCHH in Q2 2022 and has held it in 8 quarters since. The position peaked at $21K in Q2 2022. 498 funds tracked by Wall St. Rank hold SCHH as of Q1 2024.

  • Cambridge Trust held 1,000 shares of Schwab US REIT ETF worth $20.3K as of Q1 2024.
  • Cambridge Trust left its Schwab US REIT ETF share count unchanged in Q1 2024.
  • Schwab US REIT ETF made up ﹤0.01% of Cambridge Trust's portfolio in Q1 2024, its #521 holding.
  • Cambridge Trust first reported a position in Schwab US REIT ETF in Q2 2022 and has held it in 8 quarters since.
  • Cambridge Trust's Schwab US REIT ETF position peaked at $21K in Q2 2022.
  • 498 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.