UMB Bank’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
Q1 | $127K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $24.4K | Hold |
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|
2024
Q3 | $26.9K | Hold |
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|
2024
Q2 | $23.2K | Sell |
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|
2024
Q1 | $29.7K | Buy |
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|
2023
Q4 | $24K | Hold |
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|
2023
Q3 | $20.6K | Hold |
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|
2023
Q2 | $22.7K | Sell |
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|
2023
Q1 | $174K | Buy |
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|
2022
Q4 | $150K | Hold |
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|
2022
Q3 | $145K | Sell |
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|
2022
Q2 | $311K | Buy |
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|
2022
Q1 | $273K | Sell |
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|
2021
Q4 | $297K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $349K | Buy |
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