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Jacobi Capital Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Jacobi Capital Management’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-112
Closed -$2K – 1359
2020
Q3 		$2K Buy
+112
New +$1.56K ﹤0.01% 1118
2017
Q4 		– Sell
-688
Closed -$6K – 950
2017
Q3 		$6K Hold
688
– – ﹤0.01% 727
2017
Q2 		$5K Buy
+688
New +$5.36K ﹤0.01% 681

Other funds holding SCHG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Jacobi Capital Management's SCHG Position: Q4 2020 in Review

Jacobi Capital Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2020, closing a stake of 112 shares — an estimated $2K sold.

Jacobi Capital Management first reported a position in SCHG in Q2 2017 and held it in 3 quarters. The position peaked at $6K in Q3 2017. 669 funds tracked by Wall St. Rank hold SCHG as of Q4 2020.

  • Jacobi Capital Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Jacobi Capital Management sold 112 Schwab US Large-Cap Growth ETF shares in Q4 2020, an estimated $2K.
  • Jacobi Capital Management first reported a position in Schwab US Large-Cap Growth ETF in Q2 2017 and held it in 3 quarters.
  • Jacobi Capital Management's Schwab US Large-Cap Growth ETF position peaked at $6K in Q3 2017.
  • 669 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2020.

Based on Jacobi Capital Management's 13F filing for Q4 2020, filed 8 Feb 2021.