Jacobi Capital Management’s Schwab US REIT ETF SCHH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-154	Closed	-$4K	–	1150
2021 Q3	$4K	Hold	154	–	–	﹤0.01%	1241
2021 Q2	$4K	Hold	154	–	–	﹤0.01%	1205
2021 Q1	$3K	Hold	154	–	–	﹤0.01%	1215
2020 Q4	$3K	Hold	154	–	–	﹤0.01%	1124
2020 Q3	$3K	Hold	154	–	–	﹤0.01%	1050
2020 Q2	$3K	Buy	+154	New	+$2.67K	﹤0.01%	1010
2018 Q3	–	Sell	-104	Closed	-$2K	–	1046
2018 Q2	$2K	Buy	+104	New	+$2.06K	﹤0.01%	934

Other funds holding SCHH

CSIA

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

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

Jacobi Capital Management sold out of Schwab US REIT ETF (SCHH) in Q4 2021, closing a stake of 154 shares — an estimated $4K sold.

Jacobi Capital Management first reported a position in SCHH in Q2 2018 and held it in 7 quarters. The position peaked at $4K in Q3 2021. 475 funds tracked by Wall St. Rank hold SCHH as of Q4 2021.

Jacobi Capital Management reported no remaining Schwab US REIT ETF position as of Q4 2021 after selling out during the quarter.
Jacobi Capital Management sold 154 Schwab US REIT ETF shares in Q4 2021, an estimated $4K.
Jacobi Capital Management first reported a position in Schwab US REIT ETF in Q2 2018 and held it in 7 quarters.
Jacobi Capital Management's Schwab US REIT ETF position peaked at $4K in Q3 2021.
475 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2021.

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