Jacobi Capital Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-127	Closed	-$4K	–	1148
2021 Q3	$4K	Hold	127	–	–	﹤0.01%	1240
2021 Q2	$4K	Sell	127 -546	-81%	-$17.7K	﹤0.01%	1204
2021 Q1	$21K	Buy	673 +546	+430%	+$17.8K	﹤0.01%	773
2020 Q4	$4K	Sell	127 -5,222	-98%	-$151K	﹤0.01%	1061
2020 Q3	$143K	Buy	5,349 +5,222	+4,112%	+$140K	0.03%	340
2020 Q2	$3K	Buy	+127	New	+$2.89K	﹤0.01%	1009
2018 Q3	–	Sell	-77	Closed	-$2K	–	1044
2018 Q2	$2K	Buy	+77	New	+$2.12K	﹤0.01%	933

Other funds holding SCHE

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

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

Jacobi Capital Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2021, closing a stake of 127 shares — an estimated $4K sold.

Jacobi Capital Management first reported a position in SCHE in Q2 2018 and held it in 7 quarters. The position peaked at $143K in Q3 2020. 734 funds tracked by Wall St. Rank hold SCHE as of Q4 2021.

Jacobi Capital Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2021 after selling out during the quarter.
Jacobi Capital Management sold 127 Schwab Emerging Markets Equity ETF shares in Q4 2021, an estimated $4K.
Jacobi Capital Management first reported a position in Schwab Emerging Markets Equity ETF in Q2 2018 and held it in 7 quarters.
Jacobi Capital Management's Schwab Emerging Markets Equity ETF position peaked at $143K in Q3 2020.
734 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2021.

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