Jacobi Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Jacobi Capital Management’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-600	Closed	-$10K	–	1146
2021 Q3	$10K	Hold	600	–	–	﹤0.01%	1062
2021 Q2	$10K	Hold	600	–	–	﹤0.01%	1036
2021 Q1	$10K	Hold	600	–	–	﹤0.01%	986
2020 Q4	$9K	Hold	600	–	–	﹤0.01%	904
2020 Q3	$8K	Hold	600	–	–	﹤0.01%	861
2020 Q2	$7K	Hold	600	–	–	﹤0.01%	851
2020 Q1	$6K	Hold	600	–	–	﹤0.01%	794
2019 Q4	$8K	Hold	600	–	–	﹤0.01%	786
2019 Q3	$7K	Hold	600	–	–	﹤0.01%	796
2019 Q2	$7K	Hold	600	–	–	﹤0.01%	792
2019 Q1	$7K	Hold	600	–	–	﹤0.01%	744
2018 Q4	$6K	Hold	600	–	–	﹤0.01%	736
2018 Q3	$7K	Hold	600	–	–	﹤0.01%	748
2018 Q2	$7K	Hold	600	–	–	﹤0.01%	769
2018 Q1	$6K	Buy	+600	New	+$6.59K	﹤0.01%	779

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Evergreen Advisors Chattanooga, Tennessee $469M AUM

Jacobi Capital Management's SCHB Position: Q4 2021 in Review

Jacobi Capital Management sold out of Schwab US Broad Market ETF (SCHB) in Q4 2021, closing a stake of 600 shares — an estimated $10K sold.

Jacobi Capital Management first reported a position in SCHB in Q1 2018 and held it in 15 quarters. The position peaked at $10K in Q3 2021. 894 funds tracked by Wall St. Rank hold SCHB as of Q4 2021.

Jacobi Capital Management reported no remaining Schwab US Broad Market ETF position as of Q4 2021 after selling out during the quarter.
Jacobi Capital Management sold 600 Schwab US Broad Market ETF shares in Q4 2021, an estimated $10K.
Jacobi Capital Management first reported a position in Schwab US Broad Market ETF in Q1 2018 and held it in 15 quarters.
Jacobi Capital Management's Schwab US Broad Market ETF position peaked at $10K in Q3 2021.
894 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.