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

Jacobsen 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
2019
Q4 		– Sell
-8,462
Closed -$227K – 66
2019
Q3 		$227K Buy
8,462
+60
+0.7% +$1.6K 0.22% 62
2019
Q2 		$222K Buy
+8,402
New +$219K 0.22% 59

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AA
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HCM
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Jacobsen Capital Management's SCHZ Position: Q4 2019 in Review

Jacobsen Capital Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2019, closing a stake of 8,462 shares — an estimated $227K sold.

Jacobsen Capital Management first reported a position in SCHZ in Q2 2019 and held it in 2 quarters. The position peaked at $227K in Q3 2019. 457 funds tracked by Wall St. Rank hold SCHZ as of Q4 2019.

  • Jacobsen Capital Management reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Jacobsen Capital Management sold 8,462 Schwab US Aggregate Bond ETF shares in Q4 2019, an estimated $227K.
  • Jacobsen Capital Management first reported a position in Schwab US Aggregate Bond ETF in Q2 2019 and held it in 2 quarters.
  • Jacobsen Capital Management's Schwab US Aggregate Bond ETF position peaked at $227K in Q3 2019.
  • 457 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2019.

Based on Jacobsen Capital Management's 13F filing for Q4 2019, filed 13 Feb 2020.