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Schwab U S Small Cap ETF shares owned by Jacobus Wealth Management

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Jacobus Wealth Management from 13F filings

Historical chart of Jacobus Wealth Management investment in Schwab U S Small Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by Jacobus Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Small Cap ETF by Jacobus Wealth Management

Quarter filed Position value Share count Share price at filing
2017-09-30 $230k 3.4k 67.23
2017-06-30 $198k 3.1k 63.75
2017-03-31 $176k 2.8k 63.06
2016-12-31 $157k 2.6k 61.45

More positions owned by Jacobus Wealth Management

Spdr S&p 500 Etf (SPY)
JPMorgan Chase & Co. (JPM)
wisdomtreetrusdivd.. (DGRW)
SPDR S&P MidCap 400 ETF (MDY)
Wisdomtree Tr itl hdg div gt (IHDG)
Vanguard Dividend Appreciation ETF (VIG)
WisdomTree MidCap Dividend Fund (DON)
iShares S&P SmallCap 600 Index (IJR)
WisdomTree SmallCap Dividend Fund (DES)
BP (BP)
Powershares Etf Tr Ii s^p500 low vol
Wisdomtree Tr intl hedge eqt (HEDJ)
Vanguard Mid-Cap ETF (VO)
CenterState Banks
WisdomTree Japan Total Dividend (DXJ)

View all positions for Jacobus Wealth Management

Top funds holding Schwab U S Small Cap ETF

Bank of America Corporation
Empower Advisory Group
Sei Investments
Advisory Alpha
Mercer Global Advisors
Goldman Sachs Group
Financial Engines Advisors L.L.C
Creative Planning
HPM Partners
Aurum Wealth Management Group
Envestnet Asset Management
UBS Group
Northwestern Mutual Wealth Management Company
Wealth Enhancement Advisory Services
Mariner Wealth Advisors

View all funds holding Schwab U S Small Cap ETF