Trust Company of Vermont’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.8K | Buy |
+748
| New | +$15.8K | ﹤0.01% | 749 |
|
|
2023
Q2 | – | Sell |
-1,180
| Closed | -$23K | – | 894 |
|
|
2023
Q1 | $23K | Buy |
+1,180
| New | +$23K | ﹤0.01% | 583 |
|
|
2022
Q4 | – | Sell |
-134
| Closed | -$3K | – | 964 |
|
|
2022
Q3 | $3K | Buy |
+134
| New | +$3K | ﹤0.01% | 895 |
|
|
2020
Q2 | – | Sell |
-170
| Closed | -$3K | – | 857 |
|
|
2020
Q1 | $3K | Buy |
170
+18
| +12% | +$318 | ﹤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% | -$1.34K | ﹤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 | +$5K | ﹤0.01% | 845 |
|