JCIA
Jackson Creek Investment Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.8M | Sell |
114,365
-2,609
| -2% | -$63.8K | 0.75% | 3 |
|
|
2025
Q1 | $2.58M | Sell |
116,974
-2,707
| -2% | -$59.8K | 0.82% | 4 |
|
|
2024
Q4 | $2.77M | Buy |
119,681
+79,467
| +198% | +$1.84M | 0.84% | 3 |
|
|
2024
Q3 | $2.73M | Sell |
40,214
-2,679
| -6% | -$182K | 0.81% | 3 |
|
|
2024
Q2 | $2.76M | Buy |
42,893
+1,182
| +3% | +$75.9K | 1.01% | 3 |
|
|
2024
Q1 | $2.59M | Sell |
41,711
-1,072
| -3% | -$66.5K | 0.92% | 4 |
|
|
2023
Q4 | $2.41M | Sell |
42,783
-3,124
| -7% | -$176K | 0.93% | 4 |
|
|
2023
Q3 | $2.32M | Sell |
45,907
-578
| -1% | -$29.2K | 0.98% | 1 |
|
|
2023
Q2 | $2.43M | Sell |
46,485
-697
| -1% | -$36.5K | 0.97% | 1 |
|
|
2023
Q1 | $2.28M | Buy |
47,182
+299
| +0.6% | +$14.5K | 0.96% | 2 |
|
|
2022
Q4 | $2.12M | Buy |
46,883
+961
| +2% | +$43.4K | 0.94% | 2 |
|
|
2022
Q3 | $1.95M | Buy |
45,922
+1,515
| +3% | +$64.2K | 0.91% | 2 |
|
|
2022
Q2 | $2.17M | Buy |
44,407
+47
| +0.1% | +$2.29K | 0.87% | 4 |
|
|
2022
Q1 | $2.39M | Buy |
44,360
+21,444
| +94% | +$1.15M | 0.87% | 3 |
|
|
2021
Q4 | $2.61M | Buy |
22,916
+641
| +3% | +$73K | 0.93% | 2 |
|
|
2021
Q3 | $2.32M | Sell |
22,275
-970
| -4% | -$101K | 0.86% | 5 |
|
|
2021
Q2 | $2.42M | Sell |
23,245
-345
| -1% | -$35.9K | 0.9% | 5 |
|
|
2021
Q1 | $2.27M | Buy |
23,590
+2,107
| +10% | +$202K | 0.79% | 5 |
|
|
2020
Q4 | $1.95M | Buy |
21,483
+1,891
| +10% | +$172K | 0.77% | 6 |
|
|
2020
Q3 | $1.58M | Buy |
+19,592
| New | +$1.58M | 0.72% | 6 |
|