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

Jackson Creek Investment Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-114,365
Closed -$2.79M – 350
2025
Q2 		$2.79M Sell
114,365
-2,609
-2% -$59K 0.75% 3
2025
Q1 		$2.58M Sell
116,974
-2,707
-2% -$63K 0.82% 4
2024
Q4 		$2.77M Sell
119,681
-961
-0.8% -$22.4K 0.84% 3
2024
Q3 		$2.73M Sell
120,642
-8,037
-6% -$175K 0.81% 3
2024
Q2 		$2.76M Buy
128,679
+3,546
+3% +$73.3K 1.01% 3
2024
Q1 		$2.59M Sell
125,133
-3,216
-3% -$63.3K 0.92% 4
2023
Q4 		$2.41M Sell
128,349
-9,372
-7% -$165K 0.93% 4
2023
Q3 		$2.32M Sell
137,721
-1,734
-1% -$30.4K 0.98% 1
2023
Q2 		$2.43M Sell
139,455
-2,091
-1% -$34.5K 0.97% 1
2023
Q1 		$2.28M Buy
141,546
+897
+0.6% +$14.1K 0.96% 2
2022
Q4 		$2.12M Buy
140,649
+2,883
+2% +$43.6K 0.94% 2
2022
Q3 		$1.95M Buy
137,766
+4,545
+3% +$71.3K 0.91% 2
2022
Q2 		$2.17M Buy
133,221
+141
+0.1% +$2.29K 0.87% 4
2022
Q1 		$2.39M Sell
133,080
-4,416
-3% -$78.2K 0.87% 3
2021
Q4 		$2.61M Buy
137,496
+3,846
+3% +$71K 0.93% 2
2021
Q3 		$2.32M Sell
133,650
-5,820
-4% -$104K 0.86% 5
2021
Q2 		$2.42M Sell
139,470
-2,070
-1% -$34.9K 0.9% 5
2021
Q1 		$2.27M Buy
141,540
+12,642
+10% +$198K 0.79% 5
2020
Q4 		$1.95M Buy
128,898
+11,346
+10% +$162K 0.77% 6
2020
Q3 		$1.58M Buy
+117,552
New +$1.56M 0.72% 6

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Jackson Creek Investment Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2025, closing a stake of 114,365 shares — an estimated $2.79M sold.

Jackson Creek Investment Advisors first reported a position in SCHX in Q3 2020 and held it in 20 quarters. The position peaked at $2.79M in Q2 2025. 1,440 funds tracked by Wall St. Rank hold SCHX as of Q3 2025.

  • Jackson Creek Investment Advisors reported no remaining Schwab US Large- Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 114,365 Schwab US Large- Cap ETF shares in Q3 2025, an estimated $2.79M.
  • Jackson Creek Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q3 2020 and held it in 20 quarters.
  • Jackson Creek Investment Advisors's Schwab US Large- Cap ETF position peaked at $2.79M in Q2 2025.
  • 1,440 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2025.

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