Private Trust Company’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 | $48.6K | Hold |
2,299
| – | – | ﹤0.01% | 1226 |
|
|
2025
Q1 | $49.5K | Hold |
2,299
| – | – | 0.01% | 1202 |
|
|
2024
Q4 | $48.4K | Sell |
2,299
-138
| -6% | -$2.91K | 0.01% | 1178 |
|
|
2024
Q3 | $56.5K | Hold |
2,437
| – | – | 0.01% | 1099 |
|
|
2024
Q2 | $48.7K | Buy |
+2,437
| New | +$48.7K | 0.01% | 1129 |
|
|
2022
Q4 | – | Sell |
-86
| Closed | -$2K | – | 2261 |
|
|
2022
Q3 | $2K | Buy |
+86
| New | +$2K | ﹤0.01% | 1905 |
|