JTC Employer Solutions Trustee’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $419K | Hold |
19,850
| – | – | 0.04% | 86 |
|
|
2025
Q1 | $427K | Hold |
19,850
| – | – | 0.04% | 85 |
|
|
2024
Q4 | $414K | Hold |
19,850
| – | – | 0.03% | 89 |
|
|
2024
Q3 | $460K | Hold |
19,850
| – | – | 0.03% | 85 |
|
|
2024
Q2 | $396K | Hold |
19,850
| – | – | 0.03% | 87 |
|
|
2024
Q1 | $401K | Hold |
19,850
| – | – | 0.03% | 92 |
|
|
2023
Q4 | $416K | Hold |
19,850
| – | – | 0.04% | 88 |
|
|
2023
Q3 | $352K | Hold |
19,850
| – | – | 0.03% | 91 |
|
|
2023
Q2 | $387K | Hold |
19,850
| – | – | 0.04% | 88 |
|
|
2023
Q1 | $387K | Hold |
19,850
| – | – | 0.04% | 88 |
|
|
2022
Q4 | $382K | Hold |
19,850
| – | – | 0.03% | 90 |
|
|
2022
Q3 | $371K | Sell |
19,850
-8,025
| -29% | -$150K | 0.06% | 76 |
|
|
2022
Q2 | $588K | Buy |
27,875
+1,900
| +7% | +$40.1K | 0.08% | 56 |
|
|
2022
Q1 | $647K | Buy |
25,975
+6,125
| +31% | +$153K | 0.07% | 59 |
|
|
2021
Q4 | $523K | Hold |
19,850
| – | – | 0.06% | 67 |
|
|
2021
Q3 | $454K | Hold |
19,850
| – | – | 0.06% | 70 |
|
|
2021
Q2 | $454K | Buy |
+19,850
| New | +$454K | 0.07% | 59 |
|