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Old Point Trust & Financial Services N A’s Schwab US REIT ETF SCHH Stock Holding History

Old Point Trust & Financial Services N A’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
2025
Q2 		– Sell
-412
Closed -$8.86K – 351
2025
Q1 		$8.86K Hold
412
– – ﹤0.01% 288
2024
Q4 		$8.68K Buy
+412
New +$9.21K ﹤0.01% 279

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Envestnet Portfolio Solutions
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Northwestern Mutual Wealth Management
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Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Old Point Trust & Financial Services N A's SCHH Position: Q2 2025 in Review

Old Point Trust & Financial Services N A sold out of Schwab US REIT ETF (SCHH) in Q2 2025, closing a stake of 412 shares — an estimated $8.86K sold.

Old Point Trust & Financial Services N A first reported a position in SCHH in Q4 2024 and held it in 2 quarters. The position peaked at $8.86K in Q1 2025. 517 funds tracked by Wall St. Rank hold SCHH as of Q2 2025.

  • Old Point Trust & Financial Services N A reported no remaining Schwab US REIT ETF position as of Q2 2025 after selling out during the quarter.
  • Old Point Trust & Financial Services N A sold 412 Schwab US REIT ETF shares in Q2 2025, an estimated $8.86K.
  • Old Point Trust & Financial Services N A first reported a position in Schwab US REIT ETF in Q4 2024 and held it in 2 quarters.
  • Old Point Trust & Financial Services N A's Schwab US REIT ETF position peaked at $8.86K in Q1 2025.
  • 517 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2025.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2025, filed 18 Jul 2025.