Tompkins Financial’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
Q3 | $23.9K | Hold |
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|
2025
Q2 | $23.4K | Hold |
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|
2025
Q1 | $23.8K | Hold |
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|
2024
Q4 | $23.3K | Hold |
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|
2024
Q3 | $25.6K | Hold |
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|
2024
Q2 | $22.1K | Hold |
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|
2024
Q1 | $22.5K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1K | Hold |
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|
2020
Q1 | $1K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $63K | Sell |
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|
2019
Q2 | $322K | Hold |
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|
2019
Q1 | $322K | Hold |
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|
2018
Q4 | $279K | Sell |
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|
2018
Q3 | $426K | Sell |
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|
2018
Q2 | $512K | Sell |
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|
2018
Q1 | $792K | Buy |
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|
2017
Q4 | $511K | Buy |
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|
2017
Q3 | $326K | Buy |
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|
2017
Q2 | $295K | Buy |
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|
2017
Q1 | $247K | Buy |
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|
2016
Q4 | $108K | Buy |
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|
2016
Q3 | $86K | Hold |
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|
2016
Q2 | $87K | Hold |
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|
2016
Q1 | $83K | Hold |
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|
2015
Q4 | $80K | Buy |
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|
2015
Q3 | $54K | Hold |
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|
2015
Q2 | $53K | Hold |
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|
2015
Q1 | $59K | Hold |
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|
2014
Q4 | $57K | Hold |
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|
2014
Q3 | $50K | Hold |
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|
2014
Q2 | $52K | Buy |
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