JCIA
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Jackson Creek Investment Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Jackson Creek Investment Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-8,136
Closed -$205K – 339
2021
Q2 		$205K Sell
8,136
-240
-3% -$6.06K 0.08% 293
2021
Q1 		$204K Buy
+8,376
New +$191K 0.07% 319

Other funds holding SCHD

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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jackson Creek Investment Advisors's SCHD Position: Q3 2021 in Review

Jackson Creek Investment Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2021, closing a stake of 8,136 shares — an estimated $205K sold.

Jackson Creek Investment Advisors first reported a position in SCHD in Q1 2021 and held it in 2 quarters. The position peaked at $205K in Q2 2021. 927 funds tracked by Wall St. Rank hold SCHD as of Q3 2021.

  • Jackson Creek Investment Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q3 2021 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 8,136 Schwab US Dividend Equity ETF shares in Q3 2021, an estimated $205K.
  • Jackson Creek Investment Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2021 and held it in 2 quarters.
  • Jackson Creek Investment Advisors's Schwab US Dividend Equity ETF position peaked at $205K in Q2 2021.
  • 927 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2021.

Based on Jackson Creek Investment Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.