Grove Bank & Trust SCHH Holdings History

Number of Shares
320,589.00
Current Holdings Value*
$6.78 Mil
% of Portfolio
0.85%
Total Estimate Gain
$-331,965.43
% of Total Estimate Gain
-3.25%

Grove Bank & Trust's Schwab U.S. REIT ETF Holding Summary

As of 2025-06-30, Grove Bank & Trust held 320,589.00 shares of Schwab U.S. REIT ETF(SCHH), totaling $6.78 Mil. This investment constitutes 0.85% of their stock portfolio, and Grove Bank & Trust now holds 0.09% of the outstanding Schwab U.S. REIT ETF(SCHH) stock.

The initial trade took place in 2019Q2. And since then Grove Bank & Trust has made 13 purchases of SCHH, at an average price of $21.20, for a total of 481,696.00 shares. In addition, there have been 10 sales at an average price of $18.89 for 161,107.00 shares. Based on historical transaction data and SCHH's current price of $21.33, Grove Bank & Trust's estimated gain on his SCHH holdings is $-331,965.43, reflecting a -3.25% gain to date.

Grove Bank & Trust SCHH ($21.33) Holding Chart

Grove Bank & Trust SCHH ($21.33) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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