WOC
SCHH icon

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

West Oak 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
2025
Q3 		$1.29K Buy
5,996
+3,770
+169% +$80.4K 0.05% 128
2025
Q2 		$471 Hold
2,226
– – 0.02% 169
2025
Q1 		$479 Hold
2,226
– – 0.02% 173
2024
Q4 		$469K Sell
2,226
-410
-16% -$9.16K 0.02% 180
2024
Q3 		$611 Sell
2,636
-240
-8% -$5.25K 0.01% 171
2024
Q2 		$57.4K Sell
2,876
-180
-6% -$3.51K 0.02% 177
2024
Q1 		$62K Hold
3,056
– – 0.03% 168
2023
Q4 		$63K Sell
3,056
-284
-9% -$5.28K 0.03% 172
2023
Q3 		$59K Hold
3,340
– – 0.03% 171
2023
Q2 		$65.2K Hold
3,340
– – 0.03% 164
2023
Q1 		$65.1K Buy
3,340
+6
+0.2% +$120 0.03% 160
2022
Q4 		$64K Sell
3,334
-6
-0.2% -$115 0.03% 156
2022
Q3 		$62K Hold
3,340
– – 0.03% 160
2022
Q2 		$70K Buy
3,340
+290
+10% +$6.67K 0.04% 158
2022
Q1 		$76K Sell
3,050
-2,122
-41% -$51.2K 0.03% 165
2021
Q4 		$136K Hold
5,172
– – 0.05% 146
2021
Q3 		$118K Hold
5,172
– – 0.05% 151
2021
Q2 		$118K Hold
5,172
– – 0.05% 150
2021
Q1 		$106K Sell
5,172
-2,040
-28% -$39.9K 0.05% 148
2020
Q4 		$137K Sell
7,212
-400
-5% -$7.4K 0.06% 132
2020
Q3 		$135K Sell
7,612
-5,860
-43% -$105K 0.07% 124
2020
Q2 		$237K Sell
13,472
-748
-5% -$13K 0.13% 103
2020
Q1 		$233K Buy
14,220
+5,460
+62% +$117K 0.16% 93
2019
Q4 		$201K Sell
8,760
-122
-1% -$2.84K 0.11% 114
2019
Q3 		$209K Buy
8,882
+1,522
+21% +$34.9K 0.12% 108
2019
Q2 		$164K Buy
7,360
+50
+0.7% +$1.12K 0.1% 117
2019
Q1 		$162K Sell
7,310
-118
-2% -$2.5K 0.1% 116
2018
Q4 		$143K Sell
7,428
-164
-2% -$3.35K 0.1% 116
2018
Q3 		$158K Sell
7,592
-1,986
-21% -$42K 0.09% 123
2018
Q2 		$200K Sell
9,578
-1,482
-13% -$29.3K 0.12% 108
2018
Q1 		$212K Buy
+11,060
New +$213K 0.13% 113
2017
Q4 		– Sell
-9,136
Closed -$188K – 329
2017
Q3 		$188K Buy
9,136
+558
+7% +$11.5K 0.11% 119
2017
Q2 		$177K Buy
8,578
+682
+9% +$14K 0.11% 124
2017
Q1 		$161K Buy
7,896
+3,138
+66% +$64.3K 0.1% 126
2016
Q4 		$97.6K Buy
4,758
+68
+1% +$1.36K 0.07% 146
2016
Q3 		$100K Buy
4,690
+10
+0.2% +$219 0.07% 142
2016
Q2 		$102K Buy
4,680
+2,350
+101% +$48.5K 0.07% 131
2016
Q1 		$48.2K Sell
2,330
-290
-11% -$5.58K 0.04% 150
2015
Q4 		$51.9K Buy
2,620
+796
+44% +$15.6K 0.04% 149
2015
Q3 		$33.9K Buy
1,824
+1,280
+235% +$24K 0.03% 164
2015
Q2 		$9.88K Buy
544
+404
+289% +$7.79K 0.01% 213
2015
Q1 		$2.84K Hold
140
– – ﹤0.01% 254
2014
Q4 		$2.73K Hold
140
– – ﹤0.01% 263
2014
Q3 		$2.38K Buy
+140
New +$2.5K ﹤0.01% 259

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

West Oak Capital's SCHH Position: Q3 2025 in Review

West Oak Capital increased its Schwab US REIT ETF (SCHH) stake by 169% in Q3 2025, buying an estimated $80.4K and bringing the position to 5,996 shares worth $1.29K. The position accounts for 0.05% of the portfolio, ranked #128.

West Oak Capital first reported a position in SCHH in Q3 2014 and has held it in 44 quarters since. The position peaked at $469K in Q4 2024. 539 funds tracked by Wall St. Rank hold SCHH as of Q3 2025.

  • West Oak Capital held 5,996 shares of Schwab US REIT ETF worth $1.29K as of Q3 2025.
  • West Oak Capital bought 3,770 Schwab US REIT ETF shares in Q3 2025, an estimated $80.4K.
  • Schwab US REIT ETF made up 0.05% of West Oak Capital's portfolio in Q3 2025, its #128 holding.
  • West Oak Capital first reported a position in Schwab US REIT ETF in Q3 2014 and has held it in 44 quarters since.
  • West Oak Capital's Schwab US REIT ETF position peaked at $469K in Q4 2024.
  • 539 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.