JCIA
Jackson Creek Investment Advisors’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.17M | Sell |
149,694
-1,625
| -1% | -$34.4K | 0.85% | 1 |
|
|
2025
Q1 | $3.26M | Buy |
151,319
+3,845
| +3% | +$82.7K | 1.03% | 1 |
|
|
2024
Q4 | $3.11M | Buy |
147,474
+3,696
| +3% | +$77.8K | 0.94% | 1 |
|
|
2024
Q3 | $3.33M | Buy |
143,778
+1,591
| +1% | +$36.9K | 0.99% | 1 |
|
|
2024
Q2 | $2.84M | Buy |
142,187
+12,559
| +10% | +$251K | 1.04% | 2 |
|
|
2024
Q1 | $2.63M | Buy |
129,628
+5,060
| +4% | +$103K | 0.94% | 2 |
|
|
2023
Q4 | $2.58M | Buy |
124,568
+4,003
| +3% | +$82.9K | 0.99% | 2 |
|
|
2023
Q3 | $2.14M | Buy |
120,565
+2,104
| +2% | +$37.3K | 0.9% | 4 |
|
|
2023
Q2 | $2.31M | Sell |
118,461
-599
| -0.5% | -$11.7K | 0.93% | 3 |
|
|
2023
Q1 | $2.32M | Buy |
119,060
+1,445
| +1% | +$28.2K | 0.97% | 1 |
|
|
2022
Q4 | $2.27M | Buy |
117,615
+10,805
| +10% | +$208K | 1.01% | 1 |
|
|
2022
Q3 | $2M | Buy |
106,810
+3,816
| +4% | +$71.3K | 0.93% | 1 |
|
|
2022
Q2 | $2.35M | Buy |
102,994
+559
| +0.5% | +$12.8K | 0.95% | 1 |
|
|
2022
Q1 | $2.55M | Buy |
102,435
+53,538
| +109% | +$1.33M | 0.93% | 1 |
|
|
2021
Q4 | $2.58M | Buy |
48,897
+1,509
| +3% | +$79.5K | 0.92% | 3 |
|
|
2021
Q3 | $2.17M | Sell |
47,388
-2,499
| -5% | -$114K | 0.8% | 6 |
|
|
2021
Q2 | $2.28M | Sell |
49,887
-9,926
| -17% | -$454K | 0.85% | 6 |
|
|
2021
Q1 | $2.46M | Buy |
59,813
+6,198
| +12% | +$255K | 0.85% | 3 |
|
|
2020
Q4 | $2.04M | Buy |
53,615
+7,865
| +17% | +$299K | 0.8% | 4 |
|
|
2020
Q3 | $1.62M | Buy |
+45,750
| New | +$1.62M | 0.73% | 5 |
|