Jacobsen Capital Management Schwab Strategic Tr Us Large C Transaction History

Jacobsen Capital Management

  • $234 Million
  • Q3 2024

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 02, 2022
SELL
$60.93 - $72.3 $343,157 - $407,193
-5,632 Closed
0 $0
Q1 2022

Apr 21, 2022
BUY
$67.71 - $74.19 $2,505 - $2,745
37 Added 0.66%
5,632 $402,000
Q4 2021

Feb 01, 2022
BUY
$67.9 - $73.3 $2,172 - $2,345
32 Added 0.58%
5,595 $410,000
Q3 2021

Oct 29, 2021
BUY
$66.91 - $71.05 $1,940 - $2,060
29 Added 0.52%
5,563 $375,000
Q2 2021

Jul 28, 2021
BUY
$65.81 - $69.75 $1,842 - $1,953
28 Added 0.51%
5,534 $378,000
Q1 2021

Apr 15, 2021
SELL
$58.71 - $65.66 $131,040 - $146,553
-2,232 Reduced 28.84%
5,506 $359,000
Q4 2020

Feb 17, 2021
SELL
$50.83 - $59.53 $2,795 - $3,274
-55 Reduced 0.71%
7,738 $460,000
Q3 2020

Oct 22, 2020
SELL
$49.44 - $54.86 $5,191 - $5,760
-105 Reduced 1.33%
7,793 $406,000
Q2 2020

Aug 07, 2020
BUY
$42.21 - $55.29 $5,191 - $6,800
123 Added 1.58%
7,898 $395,000
Q4 2019

Feb 13, 2020
SELL
$54.73 - $60.25 $135,402 - $149,058
-2,474 Reduced 24.14%
7,775 $467,000
Q3 2019

Oct 21, 2019
BUY
$56.56 - $57.5 $18,664 - $18,975
330 Added 3.33%
10,249 $581,000
Q2 2019

Aug 02, 2019
BUY
N/A
9,919 New
9,919 $556,000

Others Institutions Holding SCHV

# of Institutions
831
Shares Held
112M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
Track This Portfolio

Track Jacobsen Capital Management Portfolio

Follow Jacobsen Capital Management 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 Jacobsen Capital Management, based on Form 13F filings with the SEC.

News

Stay updated on Jacobsen Capital Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email