Jacobsen Capital Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $369K | Sell |
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|
2023
Q3 | $361K | Sell |
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|
2023
Q2 | $383K | Sell |
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|
2023
Q1 | $4.03M | Buy |
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|
2022
Q4 | $3.83M | Buy |
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|
2022
Q3 | $323K | Buy |
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|
2022
Q2 | $324K | Buy |
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|
2022
Q1 | $326K | Buy |
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|
2021
Q4 | $302K | Buy |
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|
2021
Q3 | $295K | Buy |
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|
2021
Q2 | $293K | Sell |
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|
2021
Q1 | $390K | Buy |
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|
2020
Q4 | $252K | Sell |
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|
2020
Q3 | $204K | Sell |
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|
2020
Q2 | $208K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $256K | Buy |
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|
2019
Q2 | $239K | Buy |
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