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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-40
Closed -$1K – 1361
2020
Q3 		$1K Buy
+40
New +$1.13K ﹤0.01% 1210

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

Jacobi Capital Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2020, closing a stake of 40 shares — an estimated $1K sold.

Jacobi Capital Management first reported a position in SCHZ in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 507 funds tracked by Wall St. Rank hold SCHZ as of Q4 2020.

  • Jacobi Capital Management reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Jacobi Capital Management sold 40 Schwab US Aggregate Bond ETF shares in Q4 2020, an estimated $1K.
  • Jacobi Capital Management first reported a position in Schwab US Aggregate Bond ETF in Q3 2020 and held it in 1 quarter.
  • Jacobi Capital Management's Schwab US Aggregate Bond ETF position peaked at $1K in Q3 2020.
  • 507 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2020.

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