TF
Tompkins Financial’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | +$22.5K | ﹤0.01% | 419 |
|
|
2020
Q3 | – | Sell |
-26
| Closed | -$1K | – | 393 |
|
|
2020
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 368 |
|
|
2020
Q1 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 401 |
|
|
2019
Q4 | – | Sell |
-1,345
| Closed | -$63K | – | 417 |
|
|
2019
Q3 | $63K | Sell |
1,345
-5,894
| -81% | -$276K | 0.01% | 212 |
|
|
2019
Q2 | $322K | Hold |
7,239
| – | – | 0.06% | 135 |
|
|
2019
Q1 | $322K | Hold |
7,239
| – | – | 0.06% | 133 |
|
|
2018
Q4 | $279K | Sell |
7,239
-2,960
| -29% | -$114K | 0.06% | 144 |
|
|
2018
Q3 | $426K | Sell |
10,199
-2,049
| -17% | -$85.6K | 0.09% | 125 |
|
|
2018
Q2 | $512K | Sell |
12,248
-8,461
| -41% | -$354K | 0.11% | 114 |
|
|
2018
Q1 | $792K | Buy |
20,709
+8,428
| +69% | +$322K | 0.18% | 92 |
|
|
2017
Q4 | $511K | Buy |
12,281
+4,346
| +55% | +$181K | 0.12% | 108 |
|
|
2017
Q3 | $326K | Buy |
7,935
+778
| +11% | +$32K | 0.08% | 134 |
|
|
2017
Q2 | $295K | Buy |
7,157
+1,096
| +18% | +$45.2K | 0.07% | 134 |
|
|
2017
Q1 | $247K | Buy |
6,061
+3,434
| +131% | +$140K | 0.06% | 144 |
|
|
2016
Q4 | $108K | Buy |
2,627
+616
| +31% | +$25.3K | 0.03% | 165 |
|
|
2016
Q3 | $86K | Hold |
2,011
| – | – | 0.02% | 176 |
|
|
2016
Q2 | $87K | Hold |
2,011
| – | – | 0.03% | 196 |
|
|
2016
Q1 | $83K | Hold |
2,011
| – | – | 0.03% | 200 |
|
|
2015
Q4 | $80K | Buy |
2,011
+547
| +37% | +$21.8K | 0.03% | 228 |
|
|
2015
Q3 | $54K | Hold |
1,464
| – | – | 0.02% | 259 |
|
|
2015
Q2 | $53K | Hold |
1,464
| – | – | 0.01% | 266 |
|
|
2015
Q1 | $59K | Hold |
1,464
| – | – | 0.01% | 269 |
|
|
2014
Q4 | $57K | Hold |
1,464
| – | – | 0.01% | 255 |
|
|
2014
Q3 | $50K | Hold |
1,464
| – | – | 0.01% | 269 |
|
|
2014
Q2 | $52K | Buy |
+1,464
| New | +$52K | 0.01% | 279 |
|