Whittier Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $151K | Hold |
7,144
| – | – | ﹤0.01% | 713 |
|
|
2025
Q1 | $154K | Hold |
7,144
| – | – | ﹤0.01% | 703 |
|
|
2024
Q4 | $150K | Sell |
7,144
-4,423
| -38% | -$93.1K | ﹤0.01% | 713 |
|
|
2024
Q3 | $268K | Hold |
11,567
| – | – | ﹤0.01% | 620 |
|
|
2024
Q2 | $231K | Hold |
11,567
| – | – | ﹤0.01% | 628 |
|
|
2024
Q1 | $235K | Hold |
11,567
| – | – | ﹤0.01% | 617 |
|
|
2023
Q4 | $239K | Buy |
+11,567
| New | +$239K | ﹤0.01% | 611 |
|
|
2022
Q3 | – | Sell |
-50
| Closed | -$1K | – | 1749 |
|
|
2022
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 1644 |
|
|
2022
Q1 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 1667 |
|
|
2021
Q4 | – | Sell |
-2,600
| Closed | -$59K | – | 1605 |
|
|
2021
Q3 | $59K | Hold |
2,600
| – | – | ﹤0.01% | 896 |
|
|
2021
Q2 | $60K | Hold |
2,600
| – | – | ﹤0.01% | 916 |
|
|
2021
Q1 | $53K | Hold |
2,600
| – | – | ﹤0.01% | 918 |
|
|
2020
Q4 | $49K | Buy |
+2,600
| New | +$49K | ﹤0.01% | 860 |
|
|
2020
Q1 | – | Sell |
-34
| Closed | -$1K | – | 1574 |
|
|
2019
Q4 | $1K | Sell |
34
-60
| -64% | -$1.77K | ﹤0.01% | 1464 |
|
|
2019
Q3 | $2K | Buy |
+94
| New | +$2K | ﹤0.01% | 1393 |
|
|
2019
Q2 | – | Sell |
-50
| Closed | -$1K | – | 1446 |
|
|
2019
Q1 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 1339 |
|
|
2015
Q4 | – | Sell |
-1,158
| Closed | -$22K | – | 1230 |
|
|
2015
Q3 | $22K | Buy |
1,158
+8
| +0.7% | +$152 | ﹤0.01% | 848 |
|
|
2015
Q2 | $21K | Sell |
1,150
-1,156
| -50% | -$21.1K | ﹤0.01% | 889 |
|
|
2015
Q1 | $47K | Buy |
2,306
+1,368
| +146% | +$27.9K | ﹤0.01% | 737 |
|
|
2014
Q4 | $18K | Buy |
+938
| New | +$18K | ﹤0.01% | 797 |
|