WhitTier Trust Company’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
2023
Q4
Sell
-2,000
Closed -$35.5K 1225
2023
Q3
$35.5K Hold
2,000
﹤0.01% 705
2023
Q2
$39K Hold
2,000
﹤0.01% 725
2023
Q1
$39K Hold
2,000
﹤0.01% 708
2022
Q4
$38.6K Hold
2,000
﹤0.01% 711
2022
Q3
$37K Hold
2,000
﹤0.01% 710
2022
Q2
$42K Hold
2,000
﹤0.01% 700
2022
Q1
$50K Hold
2,000
﹤0.01% 670
2021
Q4
$53K Hold
2,000
﹤0.01% 665
2021
Q3
$46K Hold
2,000
﹤0.01% 690
2021
Q2
$46K Hold
2,000
﹤0.01% 672
2021
Q1
$41K Hold
2,000
﹤0.01% 666
2020
Q4
$38K Buy
+2,000
New +$37K ﹤0.01% 661
2018
Q2
Sell
-404
Closed -$8K 995
2018
Q1
$8K Hold
404
﹤0.01% 865
2017
Q4
$8K Hold
404
﹤0.01% 824
2017
Q3
$8K Hold
404
﹤0.01% 814
2017
Q2
$8K Hold
404
﹤0.01% 784
2017
Q1
$8K Hold
404
﹤0.01% 791
2016
Q4
$8K Hold
404
﹤0.01% 801
2016
Q3
$9K Hold
404
﹤0.01% 778
2016
Q2
$9K Buy
+404
New +$8.34K ﹤0.01% 783

Other funds holding SCHH