WhitTier Trust Company’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
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 +$38K ﹤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 +$9K ﹤0.01% 783