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Jackson Creek Investment Advisors LLC: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Jackson Creek Investment Advisors LLC on SCHW, newest first. How the timeline and the estimate are built.

Jackson Creek Investment Advisors LLC held 5,613 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,613 shares
    Change vs previous 13F -1,576 shares

    0.2% of the 13F portfolio, value $591,000.

    13F-HR 0001831003-26-000004 filed by Jackson Creek Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,189 shares
    Change vs previous 13F -21 shares

    0.2% of the 13F portfolio, value $676,000.

    13F-HR 0001831003-26-000003 filed by Jackson Creek Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,210 shares
    Change vs previous 13F -128 shares

    0.21% of the 13F portfolio, value $720,000.

    13F-HR 0001831003-26-000002 filed by Jackson Creek Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,338 shares
    Change vs previous 13F -389 shares

    0.2% of the 13F portfolio, value $701,000.

    13F-HR 0001831003-25-000007 filed by Jackson Creek Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,727 shares
    Change vs previous 13F -106 shares

    0.19% of the 13F portfolio, value $705,000.

    13F-HR 0001831003-25-000005 filed by Jackson Creek Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 7,833 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $613,000.

    13F-HR 0001831003-25-000003 filed by Jackson Creek Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).