Jacobi Capital Management LLC Schwab Strategic U.S. Mid Cap Transaction History
Jacobi Capital Management LLC
- $1.29 Billion
- Q3 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 91,932 shares of SCHM stock, worth $2.65 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
91,932
Previous 45,632
101.46%
Holding current value
$2.65 Million
Previous $3.55 Million
115.09%
% of portfolio
0.59%
Previous 0.31%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
947Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$748 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$284 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$207 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$94 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$68.4 Million0.18% of portfolio