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Indiana Trust & Investment Management’s Schwab US REIT ETF SCHH Stock Holding History

Indiana Trust & Investment Management’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 		$135K Hold
5,683
– – 0.04% 211
2026
Q1 		$122K Hold
5,683
– – 0.04% 210
2025
Q4 		$119K Sell
5,683
-520
-8% -$11K 0.04% 213
2025
Q3 		$134K Hold
6,203
– – 0.04% 206
2025
Q2 		$131K Hold
6,203
– – 0.04% 207
2025
Q1 		$133K Hold
6,203
– – 0.05% 203
2024
Q4 		$131K Hold
6,203
– – 0.04% 203
2024
Q3 		$144K Hold
6,203
– – 0.05% 198
2024
Q2 		$124K Hold
6,203
– – 0.05% 202
2024
Q1 		$126K Hold
6,203
– – 0.05% 195
2023
Q4 		$128K Hold
6,203
– – 0.06% 188
2023
Q3 		$110K Buy
+6,203
New +$119K 0.06% 195

Other funds holding SCHH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
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

Indiana Trust & Investment Management's SCHH Position: Q2 2026 in Review

Indiana Trust & Investment Management held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 5,683 shares worth $135K. The position accounts for 0.04% of the portfolio, ranked #211.

Indiana Trust & Investment Management first reported a position in SCHH in Q3 2023 and has held it in 12 quarters since. The position peaked at $144K in Q3 2024. 308 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Indiana Trust & Investment Management held 5,683 shares of Schwab US REIT ETF worth $135K as of Q2 2026.
  • Indiana Trust & Investment Management left its Schwab US REIT ETF share count unchanged in Q2 2026.
  • Schwab US REIT ETF made up 0.04% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #211 holding.
  • Indiana Trust & Investment Management first reported a position in Schwab US REIT ETF in Q3 2023 and has held it in 12 quarters since.
  • Indiana Trust & Investment Management's Schwab US REIT ETF position peaked at $144K in Q3 2024.
  • 308 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.