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

Washington 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
Q2 		– Sell
-108
Closed -$2.19K – 900
2024
Q1 		$2.19K Hold
108
– – ﹤0.01% 805
2023
Q4 		$2.24K Hold
108
– – ﹤0.01% 782
2023
Q3 		$1.92K Hold
108
– – ﹤0.01% 764
2023
Q2 		$2.11K Hold
108
– – ﹤0.01% 780
2023
Q1 		$2.11K Hold
108
– – ﹤0.01% 805
2022
Q4 		$2.08K Hold
108
– – ﹤0.01% 806
2022
Q3 		$2K Hold
108
– – ﹤0.01% 811
2022
Q2 		$2K Sell
108
-72
-40% -$1.66K ﹤0.01% 818
2022
Q1 		$4K Buy
180
+108
+150% +$2.61K ﹤0.01% 763
2021
Q4 		$2K Hold
72
– – ﹤0.01% 853
2021
Q3 		$2K Hold
72
– – ﹤0.01% 976
2021
Q2 		$2K Buy
+72
New +$1.6K ﹤0.01% 960

Other funds holding SCHH

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $18.1B AUM 15% 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
MSA
Mason Street Advisors Milwaukee, Wisconsin $1.02B AUM 8.35% 1-Year Est. Return

Washington Trust's SCHH Position: Q2 2024 in Review

Washington Trust sold out of Schwab US REIT ETF (SCHH) in Q2 2024, closing a stake of 108 shares — an estimated $2.19K sold.

Washington Trust first reported a position in SCHH in Q2 2021 and held it in 12 quarters. The position peaked at $4K in Q1 2022. 478 funds tracked by Wall St. Rank hold SCHH as of Q2 2024.

  • Washington Trust reported no remaining Schwab US REIT ETF position as of Q2 2024 after selling out during the quarter.
  • Washington Trust sold 108 Schwab US REIT ETF shares in Q2 2024, an estimated $2.19K.
  • Washington Trust first reported a position in Schwab US REIT ETF in Q2 2021 and held it in 12 quarters.
  • Washington Trust's Schwab US REIT ETF position peaked at $4K in Q1 2022.
  • 478 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2024.

Based on Washington Trust's 13F filing for Q2 2024, filed 15 Jul 2024.