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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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		$230K Buy
13,684
+1,260
+10% +$20.3K 0.06% 153
2017
Q2 		$198K Buy
12,424
+1,260
+11% +$19.9K 0.05% 161
2017
Q1 		$176K Buy
11,164
+944
+9% +$14.8K 0.05% 165
2016
Q4 		$157K Buy
+10,220
New +$150K 0.05% 172

Other funds holding SCHA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
TAT
TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return
ACM
Alpha Capital Management Austin, Texas $690M AUM 22.82% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Jacobus Wealth Management's SCHA Position: Q3 2017 in Review

Jacobus Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 10% in Q3 2017, buying an estimated $20.3K and bringing the position to 13,684 shares worth $230K. The position accounts for 0.06% of the portfolio, ranked #153.

Jacobus Wealth Management first reported a position in SCHA in Q4 2016 and has held it in 4 quarters since. 360 funds tracked by Wall St. Rank hold SCHA as of Q3 2017.

  • Jacobus Wealth Management held 13,684 shares of Schwab U.S Small- Cap ETF worth $230K as of Q3 2017.
  • Jacobus Wealth Management bought 1,260 Schwab U.S Small- Cap ETF shares in Q3 2017, an estimated $20.3K.
  • Schwab U.S Small- Cap ETF made up 0.06% of Jacobus Wealth Management's portfolio in Q3 2017, its #153 holding.
  • Jacobus Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2016 and has held it in 4 quarters since.
  • 360 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2017.

Based on Jacobus Wealth Management's 13F filing for Q3 2017, filed 31 Oct 2017.