JTC Employer Solutions Trustee’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $428K | Hold |
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|
2025
Q2 | $419K | Hold |
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|
2025
Q1 | $427K | Hold |
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|
2024
Q4 | $414K | Hold |
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|
2024
Q3 | $460K | Hold |
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|
2024
Q2 | $396K | Hold |
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|
2024
Q1 | $401K | Hold |
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|
2023
Q4 | $416K | Hold |
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|
2023
Q3 | $352K | Hold |
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|
2023
Q2 | $387K | Hold |
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|
2023
Q1 | $387K | Hold |
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|
2022
Q4 | $382K | Hold |
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|
2022
Q3 | $371K | Sell |
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|
2022
Q2 | $588K | Buy |
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|
2022
Q1 | $647K | Buy |
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|
2021
Q4 | $523K | Hold |
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|
2021
Q3 | $454K | Hold |
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|
2021
Q2 | $454K | Buy |
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