Jackson Thornton Wealth Management’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 | $9.49M | Sell |
448,447
-12,418
| -3% | -$263K | 1.09% | 15 |
|
|
2025
Q1 | $9.53M | Buy |
460,865
+22,622
| +5% | +$468K | 1.27% | 15 |
|
|
2024
Q4 | $9.23M | Sell |
438,243
-18,750
| -4% | -$395K | 1.17% | 15 |
|
|
2024
Q3 | $10.6M | Sell |
456,993
-13,050
| -3% | -$302K | 1.4% | 13 |
|
|
2024
Q2 | $9.39M | Buy |
470,043
+4,414
| +0.9% | +$88.1K | 1.44% | 12 |
|
|
2024
Q1 | $9.45M | Buy |
465,629
+9,125
| +2% | +$185K | 1.6% | 10 |
|
|
2023
Q4 | $9.45M | Buy |
456,504
+147,800
| +48% | +$3.06M | 1.74% | 10 |
|
|
2023
Q3 | $5.48M | Buy |
308,704
+50,927
| +20% | +$904K | 1.14% | 11 |
|
|
2023
Q2 | $5.03M | Buy |
257,777
+21,606
| +9% | +$422K | 1.01% | 10 |
|
|
2023
Q1 | $4.61M | Buy |
236,171
+203,634
| +626% | +$3.97M | 1.04% | 10 |
|
|
2022
Q4 | $628K | Buy |
32,537
+8,628
| +36% | +$166K | 0.15% | 17 |
|
|
2022
Q3 | $447K | Buy |
+23,909
| New | +$447K | 0.12% | 22 |
|