Jackson Thornton Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.03M	Sell	399,423 -27,187	-6%	-$596K	0.81%	20
2025 Q4	$8.98M	Sell	426,610 -7,318	-2%	-$155K	0.85%	18
2025 Q3	$9.19M	Sell	433,928 -14,519	-3%	-$310K	0.93%	17
2025 Q2	$9.49M	Sell	448,447 -12,418	-3%	-$260K	1.09%	15
2025 Q1	$9.53M	Buy	460,865 +22,622	+5%	+$483K	1.27%	15
2024 Q4	$9.23M	Sell	438,243 -18,750	-4%	-$419K	1.17%	15
2024 Q3	$10.6M	Sell	456,993 -13,050	-3%	-$286K	1.4%	13
2024 Q2	$9.39M	Buy	470,043 +4,414	+0.9%	+$86.1K	1.44%	12
2024 Q1	$9.45M	Buy	465,629 +9,125	+2%	+$183K	1.6%	10
2023 Q4	$9.45M	Buy	456,504 +147,800	+48%	+$2.75M	1.74%	10
2023 Q3	$5.48M	Buy	308,704 +50,927	+20%	+$980K	1.14%	11
2023 Q2	$5.03M	Buy	257,777 +21,606	+9%	+$414K	1.01%	10
2023 Q1	$4.61M	Buy	236,171 +203,634	+626%	+$4.08M	1.04%	10
2022 Q4	$628K	Buy	32,537 +8,628	+36%	+$166K	0.15%	17
2022 Q3	$447K	Buy	+23,909	New	+$517K	0.12%	22