JWM
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Jacobus Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Jacobus Wealth Management’s Portfolio SCHM Stock Details SCHM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		$270K Sell
5,386
-10
-0.2% -$501 0.07% 143
2017
Q2 		$260K Buy
5,396
+421
+8% +$20.3K 0.07% 142
2017
Q1 		$235K Buy
4,975
+511
+11% +$24.1K 0.07% 143
2016
Q4 		$202K Buy
+4,464
New +$202K 0.06% 153