JCIA
SCHZ icon

Jackson Creek Investment Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Jackson Creek Investment Advisors’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-19,214
Closed -$435K – 370
2022
Q3 		$435K Sell
19,214
-66
-0.3% -$1.57K 0.2% 232
2022
Q2 		$473K Sell
19,280
-2,586
-12% -$62.6K 0.19% 241
2022
Q1 		$553K Sell
21,866
-11,454
-34% -$297K 0.2% 228
2021
Q4 		$898K Sell
33,320
-3,968
-11% -$107K 0.32% 178
2021
Q3 		$1.01M Buy
37,288
+648
+2% +$17.8K 0.38% 143
2021
Q2 		$1M Buy
36,640
+3,808
+12% +$103K 0.37% 138
2021
Q1 		$886K Buy
32,832
+6,046
+23% +$166K 0.31% 181
2020
Q4 		$750K Buy
26,786
+3,078
+13% +$86.1K 0.29% 189
2020
Q3 		$665K Buy
+23,708
New +$669K 0.3% 187

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Jackson Creek Investment Advisors's SCHZ Position: Q4 2022 in Review

Jackson Creek Investment Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2022, closing a stake of 19,214 shares — an estimated $435K sold.

Jackson Creek Investment Advisors first reported a position in SCHZ in Q3 2020 and held it in 9 quarters. The position peaked at $1.01M in Q3 2021. 538 funds tracked by Wall St. Rank hold SCHZ as of Q4 2022.

  • Jackson Creek Investment Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 19,214 Schwab US Aggregate Bond ETF shares in Q4 2022, an estimated $435K.
  • Jackson Creek Investment Advisors first reported a position in Schwab US Aggregate Bond ETF in Q3 2020 and held it in 9 quarters.
  • Jackson Creek Investment Advisors's Schwab US Aggregate Bond ETF position peaked at $1.01M in Q3 2021.
  • 538 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2022.

Based on Jackson Creek Investment Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.