JCIA
SCHV

Jackson Creek Investment Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Jackson Creek Investment Advisors’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-17,865
Closed -$494K – 349
2025
Q2 		$494K Sell
17,865
-638
-3% -$16.8K 0.13% 226
2025
Q1 		$492K Sell
18,503
-1,027
-5% -$27.6K 0.16% 232
2024
Q4 		$509K Sell
19,530
-4,827
-20% -$130K 0.15% 228
2024
Q3 		$653K Sell
24,357
-8,010
-25% -$206K 0.19% 202
2024
Q2 		$799K Sell
32,367
-294
-0.9% -$7.26K 0.29% 190
2024
Q1 		$827K Sell
32,661
-141
-0.4% -$3.38K 0.29% 196
2023
Q4 		$766K Buy
32,802
+276
+0.8% +$6.04K 0.29% 187
2023
Q3 		$699K Sell
32,526
-183
-0.6% -$4.11K 0.3% 186
2023
Q2 		$731K Sell
32,709
-420
-1% -$9.17K 0.29% 183
2023
Q1 		$724K Buy
33,129
+777
+2% +$17.3K 0.3% 184
2022
Q4 		$712K Sell
32,352
-1,539
-5% -$33.3K 0.32% 185
2022
Q3 		$661K Sell
33,891
-798
-2% -$17.2K 0.31% 181
2022
Q2 		$769K Sell
34,689
-1,161
-3% -$26.1K 0.31% 183
2022
Q1 		$853K Sell
35,850
-4,950
-12% -$117K 0.31% 175
2021
Q4 		$996K Sell
40,800
-3,825
-9% -$90.6K 0.36% 153
2021
Q3 		$1M Sell
44,625
-1,053
-2% -$24.4K 0.37% 145
2021
Q2 		$1.04M Sell
45,678
-651
-1% -$14.8K 0.39% 124
2021
Q1 		$1.01M Buy
46,329
+4,260
+10% +$88.7K 0.35% 157
2020
Q4 		$835K Buy
42,069
+4,419
+12% +$82.6K 0.33% 174
2020
Q3 		$655K Buy
+37,650
New +$658K 0.3% 192

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

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

Jackson Creek Investment Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2025, closing a stake of 17,865 shares — an estimated $494K sold.

Jackson Creek Investment Advisors first reported a position in SCHV in Q3 2020 and held it in 20 quarters. The position peaked at $1.04M in Q2 2021. 865 funds tracked by Wall St. Rank hold SCHV as of Q3 2025.

  • Jackson Creek Investment Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 17,865 Schwab US Large-Cap Value ETF shares in Q3 2025, an estimated $494K.
  • Jackson Creek Investment Advisors first reported a position in Schwab US Large-Cap Value ETF in Q3 2020 and held it in 20 quarters.
  • Jackson Creek Investment Advisors's Schwab US Large-Cap Value ETF position peaked at $1.04M in Q2 2021.
  • 865 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2025.

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