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West Branch Capital’s Schwab US REIT ETF SCHH Stock Holding History

West Branch Capital’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
Q3 		– Sell
-114
Closed -$2.28K – 638
2024
Q2 		$2.28K Hold
114
– – ﹤0.01% 378
2024
Q1 		$2.31K Buy
114
+1
+0.9% +$20 ﹤0.01% 377
2023
Q4 		$2.35K Buy
+113
New +$2.1K ﹤0.01% 395

Other funds holding SCHH

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

West Branch Capital's SCHH Position: Q3 2024 in Review

West Branch Capital sold out of Schwab US REIT ETF (SCHH) in Q3 2024, closing a stake of 114 shares — an estimated $2.28K sold.

West Branch Capital first reported a position in SCHH in Q4 2023 and held it in 3 quarters. The position peaked at $2.35K in Q4 2023. 506 funds tracked by Wall St. Rank hold SCHH as of Q3 2024.

  • West Branch Capital reported no remaining Schwab US REIT ETF position as of Q3 2024 after selling out during the quarter.
  • West Branch Capital sold 114 Schwab US REIT ETF shares in Q3 2024, an estimated $2.28K.
  • West Branch Capital first reported a position in Schwab US REIT ETF in Q4 2023 and held it in 3 quarters.
  • West Branch Capital's Schwab US REIT ETF position peaked at $2.35K in Q4 2023.
  • 506 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2024.

Based on West Branch Capital's 13F filing for Q3 2024, filed 18 Oct 2024.