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

WhitTier Trust Company’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
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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

WhitTier Trust Company's SCHH Position: Q4 2023 in Review

WhitTier Trust Company sold out of Schwab US REIT ETF (SCHH) in Q4 2023, closing a stake of 2,000 shares — an estimated $35.5K sold.

WhitTier Trust Company first reported a position in SCHH in Q2 2016 and held it in 20 quarters. The position peaked at $53K in Q4 2021. 507 funds tracked by Wall St. Rank hold SCHH as of Q4 2023.

WhitTier Trust Company reported no remaining Schwab US REIT ETF position as of Q4 2023 after selling out during the quarter.
WhitTier Trust Company sold 2,000 Schwab US REIT ETF shares in Q4 2023, an estimated $35.5K.
WhitTier Trust Company first reported a position in Schwab US REIT ETF in Q2 2016 and held it in 20 quarters.
WhitTier Trust Company's Schwab US REIT ETF position peaked at $53K in Q4 2021.
507 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2023.

Based on WhitTier Trust Company's 13F filing for Q4 2023, filed 11 Jan 2024.