City State Bank’s Schwab US REIT ETF SCHH Stock Holding History

City State Bank’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 Q2	$2.01K	Hold	85	–	–	﹤0.01%	717
2026 Q1	$1.83K	Hold	85	–	–	﹤0.01%	696
2025 Q4	$1.78K	Hold	85	–	–	﹤0.01%	682
2025 Q3	$1.83K	Hold	85	–	–	﹤0.01%	672
2025 Q2	$1.8K	Hold	85	–	–	﹤0.01%	673
2025 Q1	$1.83K	Hold	85	–	–	﹤0.01%	664
2024 Q4	$1.79K	Hold	85	–	–	﹤0.01%	648
2024 Q3	$1.97K	Buy	85 +42	+98%	+$919	﹤0.01%	648
2024 Q2	$859	Sell	43 -43	-50%	-$839	﹤0.01%	671
2024 Q1	$2K	Hold	86	–	–	﹤0.01%	653
2023 Q4	$2K	Hold	86	–	–	﹤0.01%	623
2023 Q3	$2K	Hold	86	–	–	﹤0.01%	632
2023 Q2	$2K	Hold	86	–	–	﹤0.01%	647
2023 Q1	$2K	Hold	86	–	–	﹤0.01%	636
2022 Q4	$2K	Hold	86	–	–	﹤0.01%	612
2022 Q3	$2K	Hold	86	–	–	﹤0.01%	616
2022 Q2	$2K	Hold	86	–	–	﹤0.01%	614
2022 Q1	$2K	Hold	86	–	–	﹤0.01%	636
2021 Q4	$2K	Buy	+86	New	+$2.12K	﹤0.01%	627

Other funds holding SCHH

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Frisco Financial Planning Frisco, Texas $133M AUM 14.5% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return