Sandy Spring Bank’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
Q1 | $20.2K | Buy |
938
+178
| +23% | +$3.8K | ﹤0.01% | 734 |
|
|
2024
Q4 | $16K | Sell |
760
-91
| -11% | -$2.03K | ﹤0.01% | 787 |
|
|
2024
Q3 | $19.7K | Buy |
851
+94
| +12% | +$2.06K | ﹤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% | -$1.36K | ﹤0.01% | 749 |
|
|
2023
Q3 | $14.7K | Buy |
829
+138
| +20% | +$2.65K | ﹤0.01% | 758 |
|
|
2023
Q2 | $13.5K | Buy |
691
+593
| +605% | +$11.4K | ﹤0.01% | 784 |
|
|
2023
Q1 | $1.91K | Sell |
98
-260
| -73% | -$5.21K | ﹤0.01% | 1027 |
|
|
2022
Q4 | $6.91K | Buy |
358
+214
| +149% | +$4.12K | ﹤0.01% | 878 |
|
|
2022
Q3 | $3K | Buy |
+144
| New | +$3.12K | ﹤0.01% | 1007 |
|
|
2022
Q2 | – | Sell |
-200
| Closed | -$5K | – | 1170 |
|
|
2022
Q1 | $5K | Buy |
200
+54
| +37% | +$1.3K | ﹤0.01% | 975 |
|
|
2021
Q4 | $4K | Buy |
+146
| New | +$3.6K | ﹤0.01% | 1062 |
|
|
2020
Q1 | – | Sell |
-700
| Closed | -$16K | – | 940 |
|
|
2019
Q4 | $16K | Buy |
700
+500
| +250% | +$11.7K | ﹤0.01% | 652 |
|
|
2019
Q3 | $5K | Sell |
200
-200
| -50% | -$4.59K | ﹤0.01% | 787 |
|
|
2019
Q2 | $9K | Sell |
400
-200
| -33% | -$4.46K | ﹤0.01% | 730 |
|
|
2019
Q1 | $13K | Sell |
600
-500
| -45% | -$10.6K | ﹤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% | -$3.36K | ﹤0.01% | 567 |
|
|
2018
Q1 | $24K | Sell |
1,270
-692
| -35% | -$13.3K | ﹤0.01% | 576 |
|
|
2017
Q4 | $41K | Buy |
+1,962
| New | +$40.8K | ﹤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 | +$2.49K | ﹤0.01% | 652 |
|
Other funds holding SCHH
RA
BEI
Sandy Spring Bank's SCHH Position: Q1 2025 in Review
Sandy Spring Bank increased its Schwab US REIT ETF (SCHH) stake by 23% in Q1 2025, buying an estimated $3.8K and bringing the position to 938 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #734.
Sandy Spring Bank first reported a position in SCHH in Q4 2013 and has held it in 37 quarters since. The position peaked at $41K in Q4 2017. 507 funds tracked by Wall St. Rank hold SCHH as of Q1 2025.
- Sandy Spring Bank held 938 shares of Schwab US REIT ETF worth $20.2K as of Q1 2025.
- Sandy Spring Bank bought 178 Schwab US REIT ETF shares in Q1 2025, an estimated $3.8K.
- Schwab US REIT ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #734 holding.
- Sandy Spring Bank first reported a position in Schwab US REIT ETF in Q4 2013 and has held it in 37 quarters since.
- Sandy Spring Bank's Schwab US REIT ETF position peaked at $41K in Q4 2017.
- 507 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2025.
Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.