Jacobi Capital Management LLC Schwab Strategic U.S. Mid Cap Transaction History
Jacobi Capital Management LLC
- $1.14 Billion
- Q2 2024
A detailed history of Jacobi Capital Management LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Jacobi Capital Management LLC holds 45,632 shares of SCHM stock, worth $1.33 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
45,632Holding current value
$1.33 Million% of portfolio
0.31%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
932Shares Held
95.7MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$620 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$287 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$92.7 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$66.6 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$65.1 Million2.77% of portfolio