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Citizens National Bank Trust Department’s Schwab US REIT ETF SCHH Stock Holding History

Citizens National Bank Trust Department’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
2026
Q1 		– Sell
-3,023
Closed -$63.1K – 389
2025
Q4 		$63.1K Hold
3,023
– – 0.01% 243
2025
Q3 		$65.2K Hold
3,023
– – 0.01% 242
2025
Q2 		$64K Hold
3,023
– – 0.01% 232
2025
Q1 		$65K Buy
+3,023
New +$64.6K 0.01% 229

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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $820M AUM
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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Citizens National Bank Trust Department's SCHH Position: Q1 2026 in Review

Citizens National Bank Trust Department sold out of Schwab US REIT ETF (SCHH) in Q1 2026, closing a stake of 3,023 shares — an estimated $63.1K sold.

Citizens National Bank Trust Department first reported a position in SCHH in Q1 2025 and held it in 4 quarters. The position peaked at $65.2K in Q3 2025. 566 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

  • Citizens National Bank Trust Department reported no remaining Schwab US REIT ETF position as of Q1 2026 after selling out during the quarter.
  • Citizens National Bank Trust Department sold 3,023 Schwab US REIT ETF shares in Q1 2026, an estimated $63.1K.
  • Citizens National Bank Trust Department first reported a position in Schwab US REIT ETF in Q1 2025 and held it in 4 quarters.
  • Citizens National Bank Trust Department's Schwab US REIT ETF position peaked at $65.2K in Q3 2025.
  • 566 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

Based on Citizens National Bank Trust Department's 13F filing for Q1 2026, filed 4 May 2026.