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Jackson Creek Investment Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Jackson Creek Investment Advisors’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
2025
Q3 		– Sell
-149,694
Closed -$3.17M – 344
2025
Q2 		$3.17M Sell
149,694
-1,625
-1% -$34K 0.85% 1
2025
Q1 		$3.25M Buy
151,319
+3,845
+3% +$82.2K 1.03% 1
2024
Q4 		$3.11M Buy
147,474
+3,696
+3% +$82.6K 0.94% 1
2024
Q3 		$3.33M Buy
143,778
+1,591
+1% +$34.8K 0.99% 1
2024
Q2 		$2.84M Buy
142,187
+12,559
+10% +$245K 1.04% 2
2024
Q1 		$2.63M Buy
129,628
+5,060
+4% +$101K 0.94% 2
2023
Q4 		$2.58M Buy
124,568
+4,003
+3% +$74.4K 0.99% 2
2023
Q3 		$2.14M Buy
120,565
+2,104
+2% +$40.5K 0.9% 4
2023
Q2 		$2.31M Sell
118,461
-599
-0.5% -$11.5K 0.93% 3
2023
Q1 		$2.32M Buy
119,060
+1,445
+1% +$28.9K 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% +$82.6K 0.93% 1
2022
Q2 		$2.35M Buy
102,994
+559
+0.5% +$12.9K 0.95% 1
2022
Q1 		$2.55M Buy
102,435
+4,641
+5% +$112K 0.93% 1
2021
Q4 		$2.58M Buy
97,794
+3,018
+3% +$74.4K 0.92% 3
2021
Q3 		$2.17M Sell
94,776
-4,998
-5% -$119K 0.8% 6
2021
Q2 		$2.28M Sell
99,774
-19,852
-17% -$441K 0.85% 6
2021
Q1 		$2.46M Buy
119,626
+12,396
+12% +$242K 0.85% 3
2020
Q4 		$2.04M Buy
107,230
+15,730
+17% +$291K 0.8% 4
2020
Q3 		$1.62M Buy
+91,500
New +$1.65M 0.73% 5

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Jackson Creek Investment Advisors's SCHH Position: Q3 2025 in Review

Jackson Creek Investment Advisors sold out of Schwab US REIT ETF (SCHH) in Q3 2025, closing a stake of 149,694 shares — an estimated $3.17M sold.

Jackson Creek Investment Advisors first reported a position in SCHH in Q3 2020 and held it in 20 quarters. The position peaked at $3.33M in Q3 2024. 539 funds tracked by Wall St. Rank hold SCHH as of Q3 2025.

  • Jackson Creek Investment Advisors reported no remaining Schwab US REIT ETF position as of Q3 2025 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 149,694 Schwab US REIT ETF shares in Q3 2025, an estimated $3.17M.
  • Jackson Creek Investment Advisors first reported a position in Schwab US REIT ETF in Q3 2020 and held it in 20 quarters.
  • Jackson Creek Investment Advisors's Schwab US REIT ETF position peaked at $3.33M in Q3 2024.
  • 539 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2025.

Based on Jackson Creek Investment Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.