Private Trust Company’s Schwab US REIT ETF SCHH Stock Holding History

Private Trust Company’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 Q3	$80.5K	Buy
2025 Q2	$48.6K	Hold
2025 Q1	$49.5K	Hold
2024 Q4	$48.4K	Sell
2024 Q3	$56.5K	Hold
2024 Q2	$48.7K	Buy
2022 Q4	–	Sell
2022 Q3	$2K	Buy