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 $2.66 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
91,932
Previous 45,632 101.46%
Holding current value
$2.66 Million
Previous $3.55 Million 115.09%
% of portfolio
0.59%
Previous 0.31%

Shares

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

Nov 14, 2024
BUY
$75.47 - $83.18 $3.49 Million - $3.85 Million
46,300 Added 101.46%
91,932 $7.64 Million
Q2 2024

Aug 09, 2024
BUY
$75.69 - $81.19 $3.45 Million - $3.7 Million
45,632 New
45,632 $3.55 Million

Others Institutions Holding SCHM

# of Institutions
965
Shares Held
151M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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