Jackson Creek Investment Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.81M | Sell |
100,136
-1,232
| -1% | -$34.6K | 0.76% | 2 |
|
|
2025
Q1 | $2.66M | Buy |
101,368
+1,237
| +1% | +$32.4K | 0.84% | 3 |
|
|
2024
Q4 | $2.78M | Buy |
100,131
+654
| +0.7% | +$18.1K | 0.84% | 2 |
|
|
2024
Q3 | $2.76M | Sell |
99,477
-1,989
| -2% | -$55.1K | 0.82% | 2 |
|
|
2024
Q2 | $2.63M | Buy |
101,466
+4,854
| +5% | +$126K | 0.96% | 4 |
|
|
2024
Q1 | $2.62M | Sell |
96,612
-21
| -0% | -$570 | 0.93% | 3 |
|
|
2023
Q4 | $2.43M | Buy |
96,633
+645
| +0.7% | +$16.2K | 0.93% | 3 |
|
|
2023
Q3 | $2.17M | Buy |
95,988
+753
| +0.8% | +$17K | 0.91% | 3 |
|
|
2023
Q2 | $2.26M | Sell |
95,235
-111
| -0.1% | -$2.63K | 0.9% | 4 |
|
|
2023
Q1 | $2.16M | Sell |
95,346
-663
| -0.7% | -$15K | 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% | +$29.7K | 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% | +$222K | 0.87% | 4 |
|
|
2021
Q4 | $2.29M | Buy |
85,230
+4,395
| +5% | +$118K | 0.82% | 5 |
|
|
2021
Q3 | $2.07M | Sell |
80,835
-585
| -0.7% | -$15K | 0.77% | 7 |
|
|
2021
Q2 | $2.12M | Sell |
81,420
-3,876
| -5% | -$101K | 0.79% | 7 |
|
|
2021
Q1 | $2.12M | Buy |
85,296
+6,936
| +9% | +$172K | 0.73% | 7 |
|
|
2020
Q4 | $1.78M | Buy |
78,360
+9,102
| +13% | +$207K | 0.7% | 7 |
|
|
2020
Q3 | $1.28M | Buy |
+69,258
| New | +$1.28M | 0.58% | 8 |
|