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Schwab Strategic Tr us reit etf shares owned by West Branch Capital

Quarter-by-quarter ownership of Schwab Strategic Tr us reit etf (SCHH) shares owned by West Branch Capital from 13F filings

Historical chart of West Branch Capital investment in Schwab Strategic Tr us reit etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us reit etf held by West Branch Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us reit etf by West Branch Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.3k 114 20.30
2023-12-31 $2.3k 113 20.77

More positions owned by West Branch Capital

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Moog CL B (MOG.B)
Procter & Gamble Company (PG)
JPMorgan Chase & Co. (JPM)
Abbvie (ABBV)
Visa Com Cl A (V)
Ishares Tr Core S&p500 Etf (IVV)
Home Depot (HD)
UnitedHealth (UNH)
Oracle Corporation (ORCL)

View all positions for West Branch Capital

Top funds holding Schwab Strategic Tr us reit etf

Charles Schwab Investment Advisory
Financial Engines Advisors L.L.C
Creative Planning
Charles Schwab Investment Management
Us Bancorp
Northwestern Mutual Wealth Management Company
Envestnet Portfolio Solutions
BlackRock
HPM Partners
Huntington Asset Advisors
Moneta Group Investment Advisors
Ameriprise Financial
Moisand Fitzgerald Tamayo
Pnc Financial Services
Charles Schwab Trust

View all funds holding Schwab Strategic Tr us reit etf