Jacobi Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$7.06M	Sell
2025 Q1	$6.97M	Sell
2024 Q4	$7.8M	Buy
2024 Q3	$7.64M	Buy
2024 Q2	$3.55M	Buy