Jackson Creek Investment Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History

Jackson Creek Investment Advisors LLC

$315 Million
Q1 2025

A detailed history of Jackson Creek Investment Advisors LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Jackson Creek Investment Advisors LLC holds 101,368 shares of SCHM stock, worth $2.74 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

101,368

Previous 100,131 1.24%

Holding current value

$2.74 Million

Previous $2.78 Million 4.29%

% of portfolio

0.84%

Previous 0.84%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$25.58 - $29.24 $31,642 - $36,169	1,237 Added 1.24%	101,368 $2.66 Million
Q4 2024 Feb 06, 2025	BUY	$27.54 - $83.04 $1.84 Million - $5.56 Million	66,972 Added 201.97%	100,131 $2.78 Million
Q3 2024 Nov 04, 2024	SELL	$75.47 - $83.18 $50,036 - $55,148	-663 Reduced 1.96%	33,159 $2.76 Million
Q2 2024 Aug 01, 2024	BUY	$75.69 - $81.19 $122,466 - $131,365	1,618 Added 5.02%	33,822 $2.63 Million
Q1 2024 May 09, 2024	SELL	$72.89 - $81.43 $510 - $570	-7 Reduced 0.02%	32,204 $2.62 Million
Q4 2023 Feb 05, 2024	BUY	$63.01 - $75.95 $13,547 - $16,329	215 Added 0.67%	32,211 $2.43 Million
Q3 2023 Nov 03, 2023	BUY	$66.75 - $73.98 $16,754 - $18,568	251 Added 0.79%	31,996 $2.17 Million
Q2 2023 Aug 02, 2023	SELL	$65.29 - $71.03 $2,415 - $2,628	-37 Reduced 0.12%	31,745 $2.26 Million
Q1 2023 May 02, 2023	SELL	$64.24 - $73.9 $14,197 - $16,331	-221 Reduced 0.69%	31,782 $2.16 Million
Q4 2022 Feb 03, 2023	BUY	$61.05 - $69.94 $1,037 - $1,188	17 Added 0.05%	32,003 $2.1 Million
Q3 2022 Nov 09, 2022	BUY	$60.5 - $72.51 $29,645 - $35,529	490 Added 1.56%	31,986 $1.94 Million
Q2 2022 Aug 04, 2022	BUY	$60.91 - $76.4 $10,111 - $12,682	166 Added 0.53%	31,496 $2.18 Million
Q1 2022 May 03, 2022	BUY	$70.66 - $80.89 $206,327 - $236,198	2,920 Added 10.28%	31,330 $2.38 Million
Q4 2021 Feb 01, 2022	BUY	$76.01 - $83.39 $111,354 - $122,166	1,465 Added 5.44%	28,410 $2.29 Million
Q3 2021 Nov 02, 2021	SELL	$74.65 - $80.95 $14,556 - $15,785	-195 Reduced 0.72%	26,945 $2.07 Million
Q2 2021 Aug 03, 2021	SELL	$74.64 - $79.12 $96,434 - $102,223	-1,292 Reduced 4.54%	27,140 $2.12 Million
Q1 2021 May 27, 2021	BUY	$67.07 - $76.85 $155,065 - $177,677	2,312 Added 8.85%	28,432 $2.12 Million
Q4 2020 Feb 03, 2021	BUY	$55.93 - $68.45 $169,691 - $207,677	3,034 Added 13.14%	26,120 $1.78 Million
Q3 2020 Nov 09, 2020	BUY	$51.99 - $58.83 $1.2 Million - $1.36 Million	23,086 New	23,086 $1.28 Million

Others Institutions Holding SCHM

# of Institutions

1,004

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.47K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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Jackson Creek Investment Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History