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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
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% +$973 ﹤0.01% 648
2024
Q2
$859 Sell
43
-43
-50% -$859 ﹤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 +$2K ﹤0.01% 627