Jacobsen Capital Management Schwab Strategic Tr Us Large C Transaction History
Jacobsen Capital Management
- $212 Million
- Q1 2024
A detailed history of Jacobsen Capital Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Jacobsen Capital Management holds 14,040 shares of SCHX stock, worth $910,493. This represents 0.41% of its overall portfolio holdings.
Number of Shares
14,040
Previous 16,353
14.14%
Holding current value
$910,493
Previous $922,000
5.53%
% of portfolio
0.41%
Previous 0.47%
Shares
19 transactions
Others Institutions Holding SCHX
# of Institutions
1,258Shares Held
426MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.33 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.27 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.84 Billion1.95% of portfolio
-
Sei Investments CO Oaks, PA12.7MShares$824 Million1.18% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.5MShares$683 Million24.51% of portfolio