GBT
Grove Bank & Trust’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.78M | Buy |
320,589
+147,399
| +85% | +$3.12M | 0.85% | 34 |
|
|
2025
Q1 | $3.73M | Buy |
173,190
+161,328
| +1,360% | +$3.47M | 0.5% | 42 |
|
|
2024
Q4 | $250K | Buy |
11,862
+6,371
| +116% | +$134K | 0.03% | 203 |
|
|
2024
Q3 | $127K | Sell |
5,491
-2,665
| -33% | -$61.7K | 0.02% | 270 |
|
|
2024
Q2 | $163K | Sell |
8,156
-3,349
| -29% | -$66.9K | 0.03% | 241 |
|
|
2024
Q1 | $234K | Sell |
11,505
-545
| -5% | -$11.1K | 0.04% | 209 |
|
|
2023
Q4 | $250K | Buy |
12,050
+9,151
| +316% | +$190K | 0.05% | 194 |
|
|
2023
Q3 | $51.5K | Sell |
2,899
-2,128
| -42% | -$37.8K | 0.01% | 359 |
|
|
2023
Q2 | $98.2K | Sell |
5,027
-1,292
| -20% | -$25.2K | 0.02% | 286 |
|
|
2023
Q1 | $123K | Sell |
6,319
-36,434
| -85% | -$710K | 0.03% | 265 |
|
|
2022
Q4 | $825K | Buy |
42,753
+4,589
| +12% | +$88.6K | 0.18% | 105 |
|
|
2022
Q3 | $713K | Sell |
38,164
-9,602
| -20% | -$179K | 0.18% | 108 |
|
|
2022
Q2 | $1.01M | Sell |
47,766
-21,194
| -31% | -$447K | 0.24% | 87 |
|
|
2022
Q1 | $1.72M | Buy |
68,960
+43,520
| +171% | +$1.08M | 0.34% | 67 |
|
|
2021
Q4 | $1.34M | Buy |
25,440
+306
| +1% | +$16.1K | 0.26% | 84 |
|
|
2021
Q3 | $1.15M | Buy |
25,134
+8,457
| +51% | +$386K | 0.24% | 91 |
|
|
2021
Q2 | $764K | Buy |
16,677
+1,906
| +13% | +$87.3K | 0.17% | 117 |
|
|
2021
Q1 | $607K | Buy |
+14,771
| New | +$607K | 0.14% | 124 |
|
|
2020
Q2 | – | Sell |
-36,250
| Closed | -$1.19M | – | 182 |
|
|
2020
Q1 | $1.19M | Sell |
36,250
-5,699
| -14% | -$187K | 0.47% | 56 |
|
|
2019
Q4 | $1.93M | Buy |
41,949
+2,799
| +7% | +$129K | 0.58% | 42 |
|
|
2019
Q3 | $1.85M | Buy |
39,150
+34,454
| +734% | +$1.62M | 0.6% | 38 |
|
|
2019
Q2 | $209K | Buy |
+4,696
| New | +$209K | 0.08% | 158 |
|
|
2018
Q1 | – | Sell |
-9,199
| Closed | -$383K | – | 402 |
|
|
2017
Q4 | $383K | Buy |
9,199
+3,795
| +70% | +$158K | 0.17% | 128 |
|
|
2017
Q3 | $222K | Buy |
+5,404
| New | +$222K | 0.11% | 148 |
|