Jackson Creek Investment Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $494K | Sell |
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2025
Q1 | $492K | Sell |
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|
2024
Q4 | $509K | Sell |
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2024
Q3 | $653K | Sell |
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|
2024
Q2 | $799K | Sell |
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|
2024
Q1 | $827K | Sell |
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|
2023
Q4 | $766K | Buy |
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|
2023
Q3 | $699K | Sell |
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|
2023
Q2 | $731K | Sell |
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|
2023
Q1 | $724K | Buy |
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|
2022
Q4 | $712K | Sell |
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|
2022
Q3 | $661K | Sell |
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|
2022
Q2 | $769K | Sell |
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|
2022
Q1 | $853K | Sell |
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|
2021
Q4 | $996K | Sell |
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|
2021
Q3 | $1M | Sell |
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|
2021
Q2 | $1.04M | Sell |
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|
2021
Q1 | $1.01M | Buy |
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|
2020
Q4 | $835K | Buy |
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|
2020
Q3 | $655K | Buy |
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