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Jackson Creek Investment Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Jackson Creek Investment Advisors’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-100,136
Closed -$2.81M – 346
2025
Q2 		$2.81M Sell
100,136
-1,232
-1% -$32.5K 0.76% 2
2025
Q1 		$2.66M Buy
101,368
+1,237
+1% +$34.4K 0.84% 3
2024
Q4 		$2.77M Buy
100,131
+654
+0.7% +$18.6K 0.84% 2
2024
Q3 		$2.75M Sell
99,477
-1,989
-2% -$52.9K 0.82% 2
2024
Q2 		$2.63M Buy
101,466
+4,854
+5% +$127K 0.96% 4
2024
Q1 		$2.62M Sell
96,612
-21
-0% -$536 0.93% 3
2023
Q4 		$2.43M Buy
96,633
+645
+0.7% +$14.8K 0.93% 3
2023
Q3 		$2.17M Buy
95,988
+753
+0.8% +$17.8K 0.91% 3
2023
Q2 		$2.25M Sell
95,235
-111
-0.1% -$2.5K 0.9% 4
2023
Q1 		$2.16M Sell
95,346
-663
-0.7% -$15.3K 0.9% 3
2022
Q4 		$2.1M Buy
96,009
+51
+0.1% +$1.12K 0.93% 3
2022
Q3 		$1.94M Buy
95,958
+1,470
+2% +$32.8K 0.91% 3
2022
Q2 		$2.18M Buy
94,488
+498
+0.5% +$11.5K 0.88% 3
2022
Q1 		$2.38M Buy
93,990
+8,760
+10% +$220K 0.87% 4
2021
Q4 		$2.29M Buy
85,230
+4,395
+5% +$117K 0.82% 5
2021
Q3 		$2.07M Sell
80,835
-585
-0.7% -$15.3K 0.77% 7
2021
Q2 		$2.12M Sell
81,420
-3,876
-5% -$100K 0.79% 7
2021
Q1 		$2.12M Buy
85,296
+6,936
+9% +$168K 0.73% 7
2020
Q4 		$1.78M Buy
78,360
+9,102
+13% +$190K 0.7% 7
2020
Q3 		$1.28M Buy
+69,258
New +$1.28M 0.58% 8

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

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

Jackson Creek Investment Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2025, closing a stake of 100,136 shares — an estimated $2.81M sold.

Jackson Creek Investment Advisors first reported a position in SCHM in Q3 2020 and held it in 20 quarters. The position peaked at $2.81M in Q2 2025. 944 funds tracked by Wall St. Rank hold SCHM as of Q3 2025.

  • Jackson Creek Investment Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 100,136 Schwab US Mid-Cap ETF shares in Q3 2025, an estimated $2.81M.
  • Jackson Creek Investment Advisors first reported a position in Schwab US Mid-Cap ETF in Q3 2020 and held it in 20 quarters.
  • Jackson Creek Investment Advisors's Schwab US Mid-Cap ETF position peaked at $2.81M in Q2 2025.
  • 944 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2025.

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