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Jackson Creek Investment Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Jackson Creek Investment Advisors’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-97,781
Closed -$2.47M – 340
2025
Q2 		$2.47M Buy
97,781
+2,344
+2% +$55.4K 0.67% 8
2025
Q1 		$2.24M Buy
95,437
+2,830
+3% +$72.1K 0.71% 6
2024
Q4 		$2.4M Buy
92,607
+5,039
+6% +$134K 0.72% 5
2024
Q3 		$2.25M Buy
87,568
+7,570
+9% +$188K 0.67% 5
2024
Q2 		$1.9M Buy
79,998
+10,508
+15% +$249K 0.69% 8
2024
Q1 		$1.71M Buy
69,490
+8,654
+14% +$203K 0.61% 9
2023
Q4 		$1.44M Buy
60,836
+588
+1% +$12.4K 0.55% 15
2023
Q3 		$1.25M Buy
60,248
+1,074
+2% +$23.6K 0.53% 18
2023
Q2 		$1.3M Buy
59,174
+684
+1% +$14.3K 0.52% 18
2023
Q1 		$1.23M Buy
58,490
+54
+0.1% +$1.16K 0.51% 20
2022
Q4 		$1.18M Buy
58,436
+2,032
+4% +$41.6K 0.53% 12
2022
Q3 		$1.07M Buy
56,404
+5,784
+11% +$121K 0.5% 21
2022
Q2 		$1.09M Sell
50,620
-626
-1% -$13.4K 0.44% 47
2022
Q1 		$1.21M Buy
51,246
+1,702
+3% +$40.2K 0.44% 62
2021
Q4 		$1.27M Buy
49,544
+924
+2% +$23.9K 0.45% 51
2021
Q3 		$1.22M Buy
48,620
+284
+0.6% +$7.21K 0.45% 59
2021
Q2 		$1.26M Sell
48,336
-3,604
-7% -$92.1K 0.47% 45
2021
Q1 		$1.29M Buy
51,940
+3,728
+8% +$91.7K 0.45% 52
2020
Q4 		$1.07M Buy
48,212
+5,492
+13% +$109K 0.42% 80
2020
Q3 		$730K Buy
+42,720
New +$735K 0.33% 163

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Jackson Creek Investment Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2025, closing a stake of 97,781 shares — an estimated $2.47M sold.

Jackson Creek Investment Advisors first reported a position in SCHA in Q3 2020 and held it in 20 quarters. The position peaked at $2.47M in Q2 2025. 1,165 funds tracked by Wall St. Rank hold SCHA as of Q3 2025.

  • Jackson Creek Investment Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 97,781 Schwab U.S Small- Cap ETF shares in Q3 2025, an estimated $2.47M.
  • Jackson Creek Investment Advisors first reported a position in Schwab U.S Small- Cap ETF in Q3 2020 and held it in 20 quarters.
  • Jackson Creek Investment Advisors's Schwab U.S Small- Cap ETF position peaked at $2.47M in Q2 2025.
  • 1,165 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2025.

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