JCM
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Jacobi Capital Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Jacobi Capital Management’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-40
Closed -$1K – 1361
2020
Q3 		$1K Buy
+40
New +$1K ﹤0.01% 1210