Jackson Creek Investment Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Jackson Creek Investment Advisors’s Portfolio SCHO Stock Details SCHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-85,957	Closed	-$2.1M	–	347
2025 Q2	$2.1M	Sell	85,957 -1,405	-2%	-$34.1K	0.57%	21
2025 Q1	$2.13M	Buy	87,362 +1,241	+1%	+$30K	0.68%	8
2024 Q4	$2.07M	Buy	86,121 +2,403	+3%	+$58.2K	0.62%	9
2024 Q3	$2.05M	Sell	83,718 -9,668	-10%	-$235K	0.61%	8
2024 Q2	$2.25M	Buy	93,386 +4,850	+5%	+$116K	0.82%	6
2024 Q1	$2.13M	Buy	88,536 +2,492	+3%	+$60.2K	0.76%	5
2023 Q4	$2.08M	Buy	86,044 +462	+0.5%	+$11.1K	0.8%	5
2023 Q3	$2.05M	Buy	85,582 +158	+0.2%	+$3.79K	0.87%	5
2023 Q2	$2.05M	Buy	85,424 +870	+1%	+$21.1K	0.82%	6
2023 Q1	$2.06M	Buy	84,554 +15,684	+23%	+$380K	0.87%	4
2022 Q4	$1.66M	Buy	+68,870	New	+$1.66M	0.74%	5
2022 Q1	–	Sell	-38,198	Closed	-$971K	–	347
2021 Q4	$971K	Sell	38,198 -19,122	-33%	-$488K	0.35%	161
2021 Q3	$1.47M	Buy	57,320 +724	+1%	+$18.6K	0.54%	20
2021 Q2	$1.45M	Buy	56,596 +5,244	+10%	+$134K	0.54%	18
2021 Q1	$1.32M	Buy	51,352 +4,996	+11%	+$128K	0.46%	47
2020 Q4	$1.19M	Buy	46,356 +3,566	+8%	+$91.7K	0.47%	44
2020 Q3	$1.1M	Buy	+42,790	New	+$1.1M	0.5%	22

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Jackson Creek Investment Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2025, closing a stake of 85,957 shares — an estimated $2.1M sold.

Jackson Creek Investment Advisors first reported a position in SCHO in Q3 2020 and held it in 17 quarters. The position peaked at $2.25M in Q2 2024. 643 funds tracked by Wall St. Rank hold SCHO as of Q3 2025.

Jackson Creek Investment Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2025 after selling out during the quarter.
Jackson Creek Investment Advisors sold 85,957 Schwab Short-Term US Treasury ETF shares in Q3 2025, an estimated $2.1M.
Jackson Creek Investment Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q3 2020 and held it in 17 quarters.
Jackson Creek Investment Advisors's Schwab Short-Term US Treasury ETF position peaked at $2.25M in Q2 2024.
643 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2025.

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