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Valley Brook Capital Group’s Schwab US REIT ETF SCHH Stock Holding History

Valley Brook Capital Group’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
2021
Q2 		– Sell
-4
Closed – – 367
2021
Q1 		$0 Buy
+4
New +$78 ﹤0.01% 486

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US Bancorp
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Jones Financial Companies
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Valley Brook Capital Group's SCHH Position: Q2 2021 in Review

Valley Brook Capital Group sold out of Schwab US REIT ETF (SCHH) in Q2 2021, closing a stake of 4 shares.

Valley Brook Capital Group first reported a position in SCHH in Q1 2021 and held it in 1 quarter. The position peaked at $0 in Q1 2021. 402 funds tracked by Wall St. Rank hold SCHH as of Q2 2021.

  • Valley Brook Capital Group reported no remaining Schwab US REIT ETF position as of Q2 2021 after selling out during the quarter.
  • Valley Brook Capital Group sold 4 Schwab US REIT ETF shares in Q2 2021.
  • Valley Brook Capital Group first reported a position in Schwab US REIT ETF in Q1 2021 and held it in 1 quarter.
  • Valley Brook Capital Group's Schwab US REIT ETF position peaked at $0 in Q1 2021.
  • 402 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2021.

Based on Valley Brook Capital Group's 13F filing for Q2 2021, filed 22 Jul 2021.