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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $24.4K | Hold |
1,106
| – | – | ﹤0.01% | 400 |
|
|
2026
Q2 | $26.2K | Hold |
1,106
| – | – | ﹤0.01% | 382 |
|
|
2026
Q1 | $23.8K | Hold |
1,106
| – | – | ﹤0.01% | 376 |
|
|
2025
Q4 | $23.1K | Hold |
1,106
| – | – | ﹤0.01% | 364 |
|
|
2025
Q3 | $23.9K | Hold |
1,106
| – | – | ﹤0.01% | 377 |
|
|
2025
Q2 | $23.4K | Hold |
1,106
| – | – | ﹤0.01% | 376 |
|
|
2025
Q1 | $23.8K | Hold |
1,106
| – | – | ﹤0.01% | 385 |
|
|
2024
Q4 | $23.3K | Hold |
1,106
| – | – | ﹤0.01% | 378 |
|
|
2024
Q3 | $25.6K | Hold |
1,106
| – | – | ﹤0.01% | 394 |
|
|
2024
Q2 | $22.1K | Hold |
1,106
| – | – | ﹤0.01% | 421 |
|
|
2024
Q1 | $22.5K | Buy |
+1,106
| New | +$22.2K | ﹤0.01% | 419 |
|
|
2020
Q3 | – | Sell |
-52
| Closed | -$1K | – | 393 |
|
|
2020
Q2 | $1K | Hold |
52
| – | – | ﹤0.01% | 368 |
|
|
2020
Q1 | $1K | Buy |
+52
| New | +$1.11K | ﹤0.01% | 401 |
|
|
2019
Q4 | – | Sell |
-2,690
| Closed | -$63K | – | 417 |
|
|
2019
Q3 | $63K | Sell |
2,690
-11,788
| -81% | -$270K | 0.01% | 212 |
|
|
2019
Q2 | $322K | Hold |
14,478
| – | – | 0.06% | 135 |
|
|
2019
Q1 | $322K | Hold |
14,478
| – | – | 0.06% | 133 |
|
|
2018
Q4 | $279K | Sell |
14,478
-5,920
| -29% | -$121K | 0.06% | 144 |
|
|
2018
Q3 | $426K | Sell |
20,398
-4,098
| -17% | -$86.6K | 0.09% | 125 |
|
|
2018
Q2 | $512K | Sell |
24,496
-16,922
| -41% | -$335K | 0.11% | 114 |
|
|
2018
Q1 | $792K | Buy |
41,418
+16,856
| +69% | +$325K | 0.18% | 92 |
|
|
2017
Q4 | $511K | Buy |
24,562
+8,692
| +55% | +$181K | 0.12% | 108 |
|
|
2017
Q3 | $326K | Buy |
15,870
+1,556
| +11% | +$32.1K | 0.08% | 134 |
|
|
2017
Q2 | $295K | Buy |
14,314
+2,192
| +18% | +$45.1K | 0.07% | 134 |
|
|
2017
Q1 | $247K | Buy |
12,122
+6,868
| +131% | +$141K | 0.06% | 144 |
|
|
2016
Q4 | $108K | Buy |
5,254
+1,232
| +31% | +$24.7K | 0.03% | 165 |
|
|
2016
Q3 | $86K | Hold |
4,022
| – | – | 0.02% | 176 |
|
|
2016
Q2 | $87K | Hold |
4,022
| – | – | 0.03% | 196 |
|
|
2016
Q1 | $83K | Hold |
4,022
| – | – | 0.03% | 200 |
|
|
2015
Q4 | $80K | Buy |
4,022
+1,094
| +37% | +$21.4K | 0.03% | 228 |
|
|
2015
Q3 | $54K | Hold |
2,928
| – | – | 0.02% | 259 |
|
|
2015
Q2 | $53K | Hold |
2,928
| – | – | 0.01% | 266 |
|
|
2015
Q1 | $59K | Hold |
2,928
| – | – | 0.01% | 269 |
|
|
2014
Q4 | $57K | Hold |
2,928
| – | – | 0.01% | 255 |
|
|
2014
Q3 | $50K | Hold |
2,928
| – | – | 0.01% | 269 |
|
|
2014
Q2 | $52K | Buy |
+2,928
| New | +$50.7K | 0.01% | 279 |
|
Other funds holding SCHH
CST
PWMG
ZRP
EWP
FFP
FA
Tompkins Financial's SCHH Position: Q3 2026 in Review
Tompkins Financial held its Schwab US REIT ETF (SCHH) position steady in Q3 2026 at 1,106 shares worth $24.4K. The position accounts for ﹤0.01% of the portfolio, ranked #400.
Tompkins Financial first reported a position in SCHH in Q2 2014 and has held it in 35 quarters since. The position peaked at $792K in Q1 2018. 86 funds tracked by Wall St. Rank hold SCHH as of Q3 2026.
- Tompkins Financial held 1,106 shares of Schwab US REIT ETF worth $24.4K as of Q3 2026.
- Tompkins Financial left its Schwab US REIT ETF share count unchanged in Q3 2026.
- Schwab US REIT ETF made up ﹤0.01% of Tompkins Financial's portfolio in Q3 2026, its #400 holding.
- Tompkins Financial first reported a position in Schwab US REIT ETF in Q2 2014 and has held it in 35 quarters since.
- Tompkins Financial's Schwab US REIT ETF position peaked at $792K in Q1 2018.
- 86 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2026.
Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.