Trust Company of Vermont’s Schwab US REIT ETF SCHH Stock Holding History

Trust Company of Vermont’s Portfolio SCHH Stock Details SCHH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-748	Closed	-$16.1K	–	1173
2025 Q3	$16.1K	Hold	748	–	–	﹤0.01%	767
2025 Q2	$15.8K	Buy	+748	New	+$15.7K	﹤0.01%	749
2023 Q2	–	Sell	-1,180	Closed	-$23K	–	894
2023 Q1	$23K	Buy	+1,180	New	+$23.6K	﹤0.01%	583
2022 Q4	–	Sell	-134	Closed	-$3K	–	964
2022 Q3	$3K	Buy	+134	New	+$2.9K	﹤0.01%	895
2020 Q2	–	Sell	-170	Closed	-$3K	–	857
2020 Q1	$3K	Buy	170 +18	+12%	+$384	﹤0.01%	803
2019 Q4	$3K	Hold	152	–	–	﹤0.01%	849
2019 Q3	$4K	Hold	152	–	–	﹤0.01%	855
2019 Q2	$3K	Sell	152 -68	-31%	-$1.52K	﹤0.01%	914
2019 Q1	$5K	Hold	220	–	–	﹤0.01%	802
2018 Q4	$4K	Hold	220	–	–	﹤0.01%	869
2018 Q3	$5K	Hold	220	–	–	﹤0.01%	920
2018 Q2	$5K	Hold	220	–	–	﹤0.01%	948
2018 Q1	$4K	Hold	220	–	–	﹤0.01%	865
2017 Q4	$5K	Buy	+220	New	+$4.57K	﹤0.01%	845

Other funds holding SCHH

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

DUMAC Inc Durham, North Carolina $820M AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Trust Company of Vermont's SCHH Position: Q4 2025 in Review

Trust Company of Vermont sold out of Schwab US REIT ETF (SCHH) in Q4 2025, closing a stake of 748 shares — an estimated $16.1K sold.

Trust Company of Vermont first reported a position in SCHH in Q4 2017 and held it in 14 quarters. The position peaked at $23K in Q1 2023. 556 funds tracked by Wall St. Rank hold SCHH as of Q4 2025.

Trust Company of Vermont reported no remaining Schwab US REIT ETF position as of Q4 2025 after selling out during the quarter.
Trust Company of Vermont sold 748 Schwab US REIT ETF shares in Q4 2025, an estimated $16.1K.
Trust Company of Vermont first reported a position in Schwab US REIT ETF in Q4 2017 and held it in 14 quarters.
Trust Company of Vermont's Schwab US REIT ETF position peaked at $23K in Q1 2023.
556 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.