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First Western Trust Bank’s Schwab US REIT ETF SCHH Stock Holding History

First Western Trust 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 		$233K Hold
9,860
– – 0.01% 195
2026
Q1 		$212K Buy
+9,860
New +$216K 0.01% 200

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EPM
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CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

First Western Trust Bank's SCHH Position: Q2 2026 in Review

First Western Trust Bank held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 9,860 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #195.

First Western Trust Bank first reported a position in SCHH in Q1 2026 and has held it in 2 quarters since. 281 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • First Western Trust Bank held 9,860 shares of Schwab US REIT ETF worth $233K as of Q2 2026.
  • First Western Trust Bank left its Schwab US REIT ETF share count unchanged in Q2 2026.
  • Schwab US REIT ETF made up 0.01% of First Western Trust Bank's portfolio in Q2 2026, its #195 holding.
  • First Western Trust Bank first reported a position in Schwab US REIT ETF in Q1 2026 and has held it in 2 quarters since.
  • 281 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.