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Jackson Creek Investment Advisors’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Jackson Creek Investment Advisors’s Portfolio SCHJ Stock Details SCHJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-83,194
Closed -$2.06M – 345
2025
Q2 		$2.06M Sell
83,194
-1,347
-2% -$33.1K 0.56% 24
2025
Q1 		$2.08M Buy
84,541
+1,076
+1% +$26.4K 0.66% 9
2024
Q4 		$2.03M Buy
83,465
+4,285
+5% +$105K 0.61% 12
2024
Q3 		$1.96M Buy
79,180
+8,556
+12% +$210K 0.58% 18
2024
Q2 		$1.71M Buy
70,624
+15,296
+28% +$368K 0.62% 12
2024
Q1 		$1.34M Buy
55,328
+5,430
+11% +$131K 0.48% 30
2023
Q4 		$1.21M Buy
49,898
+8
+0% +$189 0.46% 39
2023
Q3 		$1.17M Buy
49,890
+48
+0.1% +$1.13K 0.49% 23
2023
Q2 		$1.18M Buy
49,842
+550
+1% +$13.1K 0.47% 33
2023
Q1 		$1.17M Buy
49,292
+4,920
+11% +$116K 0.49% 23
2022
Q4 		$1.04M Buy
+44,372
New +$1.03M 0.46% 32

Other funds holding SCHJ

CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WWWM
White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return

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

Jackson Creek Investment Advisors sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q3 2025, closing a stake of 83,194 shares — an estimated $2.06M sold.

Jackson Creek Investment Advisors first reported a position in SCHJ in Q4 2022 and held it in 11 quarters. The position peaked at $2.08M in Q1 2025. 113 funds tracked by Wall St. Rank hold SCHJ as of Q3 2025.

  • Jackson Creek Investment Advisors reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 83,194 Schwab 1-5 Year Corporate Bond ETF shares in Q3 2025, an estimated $2.06M.
  • Jackson Creek Investment Advisors first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2022 and held it in 11 quarters.
  • Jackson Creek Investment Advisors's Schwab 1-5 Year Corporate Bond ETF position peaked at $2.08M in Q1 2025.
  • 113 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q3 2025.

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