Jacobi Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18M | Sell |
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2025
Q1 | $17M | Sell |
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|
2024
Q4 | $18.3M | Buy |
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|
2024
Q3 | $17.4M | Buy |
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|
2024
Q2 | $9.13M | Buy |
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|
2024
Q1 | $978K | Sell |
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|
2023
Q4 | $3.71M | Sell |
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|
2023
Q3 | $3.51M | Sell |
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|
2023
Q2 | $4.11M | Sell |
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|
2023
Q1 | $3.88M | Sell |
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|
2022
Q4 | $3.69M | Sell |
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|
2022
Q3 | $3.48M | Buy |
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|
2022
Q2 | $3.59M | Buy |
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|
2022
Q1 | $4.01M | Buy |
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|
2021
Q4 | $3.65M | Sell |
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|
2021
Q3 | $3.35M | Buy |
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|
2021
Q2 | $3.23M | Buy |
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|
2021
Q1 | $2.86M | Sell |
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|
2020
Q4 | $3.41M | Buy |
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|
2020
Q3 | $1.21M | Buy |
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|
2020
Q2 | $671K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $8K | Buy |
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