JWM
SCHA icon

Jacobus Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Jacobus Wealth Management’s Portfolio SCHA Stock Details SCHA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		$230K Buy
3,421
+315
+10% +$21.2K 0.06% 153
2017
Q2 		$198K Buy
3,106
+315
+11% +$20.1K 0.05% 161
2017
Q1 		$176K Buy
2,791
+236
+9% +$14.9K 0.05% 165
2016
Q4 		$157K Buy
+2,555
New +$157K 0.05% 172