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Fiduciary Trust’s Schwab US REIT ETF SCHH Stock Holding History

Fiduciary Trust’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
2024
Q2 		– Sell
-16,003
Closed -$325K – 648
2024
Q1 		$325K Hold
16,003
– – 0.01% 542
2023
Q4 		$331K Hold
16,003
– – 0.01% 522
2023
Q3 		$284K Sell
16,003
-6,270
-28% -$121K 0.01% 534
2023
Q2 		$435K Sell
22,273
-4,451
-17% -$85.3K 0.01% 471
2023
Q1 		$521K Buy
26,724
+3,048
+13% +$61K 0.01% 430
2022
Q4 		$457K Sell
23,676
-25,098
-51% -$483K 0.01% 469
2022
Q3 		$912K Hold
48,774
– – 0.02% 342
2022
Q2 		$1.03M Buy
48,774
+260
+0.5% +$5.98K 0.02% 324
2022
Q1 		$1.21M Buy
48,514
+32,772
+208% +$791K 0.02% 317
2021
Q4 		$415K Hold
15,742
– – 0.01% 502
2021
Q3 		$360K Hold
15,742
– – 0.01% 528
2021
Q2 		$360K Buy
+15,742
New +$350K 0.01% 526

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RA
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MSA
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