Jackson Creek Investment Advisors LLC
Position in SCHW — Schwab Charles Corp
CIK 1831003
CASTLE ROCK, CO
Position in SCHW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$591
-$675,031 QoQ
Shares Held
5,613
-21.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,293
of 2,304 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Jackson Creek Investment Advisors LLC holds $4,651,057 across 4 Capital Markets names. SCHW ranks #4 (0.0% of the industry book) .
All Filings in SCHW
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $591 | 5,613 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $675,622 | 7,189 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $720,351 | 7,210 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $700,558 | 7,338 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $705,011 | 7,727 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $613,167 | 7,833 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||