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Grove Bank & Trust’s Schwab US REIT ETF SCHH Stock Holding History

Grove Bank & 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
2026
Q2 		$84.8K Sell
3,583
-2,693
-43% -$62.8K 0.01% 367
2026
Q1 		$135K Sell
6,276
-391,829
-98% -$8.59M 0.02% 302
2025
Q4 		$8.32M Buy
398,105
+33,271
+9% +$705K 0.94% 31
2025
Q3 		$7.87M Buy
364,834
+44,245
+14% +$944K 0.92% 31
2025
Q2 		$6.78M Buy
320,589
+147,399
+85% +$3.09M 0.85% 34
2025
Q1 		$3.73M Buy
173,190
+161,328
+1,360% +$3.45M 0.5% 42
2024
Q4 		$250K Buy
11,862
+6,371
+116% +$142K 0.03% 203
2024
Q3 		$127K Sell
5,491
-2,665
-33% -$58.3K 0.02% 270
2024
Q2 		$163K Sell
8,156
-3,349
-29% -$65.3K 0.03% 241
2024
Q1 		$234K Sell
11,505
-545
-5% -$10.9K 0.04% 209
2023
Q4 		$250K Buy
12,050
+9,151
+316% +$170K 0.05% 194
2023
Q3 		$51.5K Sell
2,899
-2,128
-42% -$40.9K 0.01% 359
2023
Q2 		$98.2K Sell
5,027
-1,292
-20% -$24.8K 0.02% 286
2023
Q1 		$123K Sell
6,319
-36,434
-85% -$730K 0.03% 265
2022
Q4 		$825K Buy
42,753
+4,589
+12% +$88.3K 0.18% 105
2022
Q3 		$713K Sell
38,164
-9,602
-20% -$208K 0.18% 108
2022
Q2 		$1.01M Sell
47,766
-21,194
-31% -$488K 0.24% 87
2022
Q1 		$1.72M Buy
68,960
+18,080
+36% +$436K 0.34% 67
2021
Q4 		$1.34M Buy
50,880
+612
+1% +$15.1K 0.26% 84
2021
Q3 		$1.15M Buy
50,268
+16,914
+51% +$403K 0.24% 91
2021
Q2 		$764K Buy
33,354
+3,812
+13% +$84.7K 0.17% 117
2021
Q1 		$607K Buy
+29,542
New +$578K 0.14% 124
2020
Q2 		– Sell
-72,500
Closed -$1.19M – 182
2020
Q1 		$1.19M Sell
72,500
-11,398
-14% -$243K 0.47% 56
2019
Q4 		$1.93M Buy
83,898
+5,598
+7% +$130K 0.58% 42
2019
Q3 		$1.85M Buy
78,300
+68,908
+734% +$1.58M 0.6% 38
2019
Q2 		$209K Buy
+9,392
New +$210K 0.08% 158
2018
Q1 		– Sell
-18,398
Closed -$383K – 402
2017
Q4 		$383K Buy
18,398
+7,590
+70% +$158K 0.17% 128
2017
Q3 		$222K Buy
+10,808
New +$223K 0.11% 148

Other funds holding SCHH

CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 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
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
AFA
Amicus Financial Advisors Lubbock, Texas $407M AUM
ULWM
Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
WCFP
White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return

Grove Bank & Trust's SCHH Position: Q2 2026 in Review

Grove Bank & Trust reduced its Schwab US REIT ETF (SCHH) stake by 43% in Q2 2026, selling an estimated $62.8K and leaving 3,583 shares worth $84.8K. The position accounts for 0.01% of the portfolio, ranked #367.

Grove Bank & Trust first reported a position in SCHH in Q3 2017 and has held it in 28 quarters since. The position peaked at $8.32M in Q4 2025. 167 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Grove Bank & Trust held 3,583 shares of Schwab US REIT ETF worth $84.8K as of Q2 2026.
  • Grove Bank & Trust sold 2,693 Schwab US REIT ETF shares in Q2 2026, an estimated $62.8K.
  • Schwab US REIT ETF made up 0.01% of Grove Bank & Trust's portfolio in Q2 2026, its #367 holding.
  • Grove Bank & Trust first reported a position in Schwab US REIT ETF in Q3 2017 and has held it in 28 quarters since.
  • Grove Bank & Trust's Schwab US REIT ETF position peaked at $8.32M in Q4 2025.
  • 167 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.