Jackson Grant Investment Advisers’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
$4.03K Buy
190
+1
+0.5% +$21 ﹤0.01% 338
2025
Q1
$4.07K Buy
189
+1
+0.5% +$22 ﹤0.01% 328
2024
Q4
$3.96K Buy
188
+2
+1% +$42 ﹤0.01% 336
2024
Q3
$4.31K Buy
+186
New +$4.31K ﹤0.01% 331