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 |
|