Sandy Spring Bank’s Schwab US REIT ETF SCHH Stock Holding History

Sandy Spring Bank’s Portfolio SCHH Stock Details SCHH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$20.2K	Buy	938 +178	+23%	+$3.83K	﹤0.01%	734
2024 Q4	$16K	Sell	760 -91	-11%	-$1.92K	﹤0.01%	787
2024 Q3	$19.7K	Buy	851 +94	+12%	+$2.18K	﹤0.01%	752
2024 Q2	$15.1K	Hold	757	–	–	﹤0.01%	813
2024 Q1	$15.4K	Buy	757 +1	+0.1%	+$20	﹤0.01%	790
2023 Q4	$15.7K	Sell	756 -73	-9%	-$1.51K	﹤0.01%	749
2023 Q3	$14.7K	Buy	829 +138	+20%	+$2.45K	﹤0.01%	758
2023 Q2	$13.5K	Buy	691 +593	+605%	+$11.6K	﹤0.01%	784
2023 Q1	$1.91K	Sell	98 -260	-73%	-$5.07K	﹤0.01%	1026
2022 Q4	$6.91K	Buy	358 +214	+149%	+$4.13K	﹤0.01%	878
2022 Q3	$3K	Buy	+144	New	+$3K	﹤0.01%	1007
2022 Q2	–	Sell	-200	Closed	-$5K	–	1170
2022 Q1	$5K	Buy	200 +54	+37%	+$1.35K	﹤0.01%	975
2021 Q4	$4K	Buy	+146	New	+$4K	﹤0.01%	1062
2020 Q1	–	Sell	-700	Closed	-$16K	–	941
2019 Q4	$16K	Buy	700 +500	+250%	+$11.4K	﹤0.01%	652
2019 Q3	$5K	Sell	200 -200	-50%	-$5K	﹤0.01%	787
2019 Q2	$9K	Sell	400 -200	-33%	-$4.5K	﹤0.01%	730
2019 Q1	$13K	Sell	600 -500	-45%	-$10.8K	﹤0.01%	648
2018 Q4	$21K	Hold	1,100	–	–	﹤0.01%	561
2018 Q3	$23K	Hold	1,100	–	–	﹤0.01%	575
2018 Q2	$23K	Sell	1,100 -170	-13%	-$3.56K	﹤0.01%	567
2018 Q1	$24K	Sell	1,270 -692	-35%	-$13.1K	﹤0.01%	576
2017 Q4	$41K	Buy	+1,962	New	+$41K	﹤0.01%	473
2017 Q3	–	Sell	-160	Closed	-$3K	–	843
2017 Q2	$3K	Hold	160	–	–	﹤0.01%	796
2017 Q1	$3K	Hold	160	–	–	﹤0.01%	794
2016 Q4	$3K	Hold	160	–	–	﹤0.01%	799
2016 Q3	$3K	Hold	160	–	–	﹤0.01%	783
2016 Q2	$3K	Hold	160	–	–	﹤0.01%	831
2016 Q1	$3K	Hold	160	–	–	﹤0.01%	862
2015 Q4	$3K	Hold	160	–	–	﹤0.01%	837
2015 Q3	$3K	Hold	160	–	–	﹤0.01%	850
2015 Q2	$3K	Hold	160	–	–	﹤0.01%	875
2015 Q1	$3K	Hold	160	–	–	﹤0.01%	825
2014 Q4	$3K	Hold	160	–	–	﹤0.01%	756
2014 Q3	$3K	Hold	160	–	–	﹤0.01%	737
2014 Q2	$3K	Hold	160	–	–	﹤0.01%	748
2014 Q1	$3K	Hold	160	–	–	﹤0.01%	687
2013 Q4	$2K	Buy	+160	New	+$2K	﹤0.01%	652