JCIA
Jackson Creek Investment Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Buy |
97,781
+2,344
| +2% | +$59.3K | 0.67% | 8 |
|
|
2025
Q1 | $2.24M | Buy |
95,437
+2,830
| +3% | +$66.3K | 0.71% | 6 |
|
|
2024
Q4 | $2.4M | Buy |
92,607
+48,823
| +112% | +$1.26M | 0.72% | 5 |
|
|
2024
Q3 | $2.26M | Buy |
43,784
+3,785
| +9% | +$195K | 0.67% | 5 |
|
|
2024
Q2 | $1.9M | Buy |
39,999
+5,254
| +15% | +$249K | 0.69% | 8 |
|
|
2024
Q1 | $1.71M | Buy |
34,745
+4,327
| +14% | +$213K | 0.61% | 9 |
|
|
2023
Q4 | $1.44M | Buy |
30,418
+294
| +1% | +$13.9K | 0.55% | 15 |
|
|
2023
Q3 | $1.25M | Buy |
30,124
+537
| +2% | +$22.2K | 0.53% | 18 |
|
|
2023
Q2 | $1.3M | Buy |
29,587
+342
| +1% | +$15K | 0.52% | 18 |
|
|
2023
Q1 | $1.23M | Buy |
29,245
+27
| +0.1% | +$1.13K | 0.51% | 20 |
|
|
2022
Q4 | $1.18M | Buy |
29,218
+1,016
| +4% | +$41.2K | 0.53% | 12 |
|
|
2022
Q3 | $1.07M | Buy |
28,202
+2,892
| +11% | +$109K | 0.5% | 21 |
|
|
2022
Q2 | $1.09M | Sell |
25,310
-313
| -1% | -$13.5K | 0.44% | 47 |
|
|
2022
Q1 | $1.21M | Buy |
25,623
+13,237
| +107% | +$627K | 0.44% | 62 |
|
|
2021
Q4 | $1.27M | Buy |
12,386
+231
| +2% | +$23.6K | 0.45% | 51 |
|
|
2021
Q3 | $1.22M | Buy |
12,155
+71
| +0.6% | +$7.11K | 0.45% | 59 |
|
|
2021
Q2 | $1.26M | Sell |
12,084
-901
| -7% | -$93.9K | 0.47% | 45 |
|
|
2021
Q1 | $1.29M | Buy |
12,985
+932
| +8% | +$92.9K | 0.45% | 52 |
|
|
2020
Q4 | $1.07M | Buy |
12,053
+1,373
| +13% | +$122K | 0.42% | 80 |
|
|
2020
Q3 | $730K | Buy |
+10,680
| New | +$730K | 0.33% | 163 |
|