A detailed history of Jacobi Capital Management LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Jacobi Capital Management LLC holds 13,623 shares of SCHA stock, worth $363,870. This represents 0.05% of its overall portfolio holdings.

Number of Shares
13,623
Holding current value
$363,870
% of portfolio
0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$46.9 - $51.96 $638,918 - $707,851
13,623 New
13,623 $701,000
Q4 2021

Feb 14, 2022

SELL
$48.64 - $55.07 $3,161 - $3,579
-65 Closed
0 $0
Q2 2020

Aug 04, 2020

BUY
$23.59 - $35.22 $1,297 - $1,937
55 Added 550.0%
65 $4,000
Q2 2020

Jul 27, 2020

BUY
$23.59 - $35.22 $235 - $352
10 New
10 $4,000
Q3 2018

Nov 14, 2018

SELL
N/A
-138 Closed
0 $0
Q2 2018

Aug 14, 2018

BUY
N/A
138 New
138 $10,000

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Jacobi Capital Management LLC Portfolio

Follow Jacobi Capital Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jacobi Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jacobi Capital Management LLC with notifications on news.