Jacobsen Capital Management Schwab Strategic Tr Us Emergin Transaction History

Jacobsen Capital Management

  • $221 Million
  • Q2 2024

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 25, 2023
SELL
$23.83 - $26.11 $376,108 - $412,094
-15,783 Reduced 4.87%
308,313 $7.38 Million
Q2 2023

Aug 02, 2023
SELL
$23.66 - $25.54 $116,998 - $126,295
-4,945 Reduced 1.5%
324,096 $7.98 Million
Q1 2023

May 02, 2023
BUY
$23.32 - $26.39 $1.08 Million - $1.22 Million
46,297 Added 16.37%
329,041 $8.07 Million
Q4 2022

Feb 10, 2023
BUY
$21.59 - $24.95 $1.17 Million - $1.35 Million
54,226 Added 23.73%
282,744 $6.69 Million
Q3 2022

Oct 25, 2022
SELL
$22.4 - $25.83 $15,724 - $18,132
-702 Reduced 0.31%
228,518 $5.12 Million
Q2 2022

Aug 02, 2022
SELL
$24.51 - $28.87 $7.52 Million - $8.85 Million
-306,633 Reduced 57.22%
229,220 $5.82 Million
Q1 2022

Apr 21, 2022
BUY
$25.61 - $30.82 $2.03 Million - $2.44 Million
79,237 Added 17.35%
535,853 $14.9 Million
Q4 2021

Feb 01, 2022
BUY
$28.68 - $31.96 $319,724 - $356,290
11,148 Added 2.5%
456,616 $13.5 Million
Q3 2021

Oct 29, 2021
BUY
$29.81 - $32.7 $192,840 - $211,536
6,469 Added 1.47%
445,468 $13.6 Million
Q2 2021

Jul 28, 2021
BUY
$31.06 - $33.61 $353,245 - $382,246
11,373 Added 2.66%
438,999 $14.4 Million
Q1 2021

Apr 15, 2021
BUY
$30.78 - $34.63 $4.74 Million - $5.34 Million
154,155 Added 56.37%
427,626 $13.6 Million
Q4 2020

Feb 17, 2021
BUY
$26.72 - $30.68 $928,359 - $1.07 Million
34,744 Added 14.55%
273,471 $8.38 Million
Q3 2020

Oct 22, 2020
BUY
$24.69 - $27.71 $2.65 Million - $2.97 Million
107,255 Added 81.58%
238,727 $6.39 Million
Q2 2020

Aug 07, 2020
BUY
$19.87 - $25.05 $2.61 Million - $3.29 Million
131,472 New
131,472 $3.2 Million
Q4 2019

Feb 13, 2020
SELL
$24.83 - $27.51 $237,921 - $263,600
-9,582 Closed
0 $0
Q3 2019

Oct 21, 2019
BUY
$25.08 - $25.94 $21,518 - $22,256
858 Added 9.83%
9,582 $240,000
Q2 2019

Aug 02, 2019
BUY
N/A
8,724 New
8,724 $228,000

Others Institutions Holding SCHE

# of Institutions
770
Shares Held
236M
Call Options Held
13.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

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