Position in SCHW
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$14,439,701
-$510,919 QoQ
Shares Held
156,494
-1.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
#431
of 2,304 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026JACOBS & CO/CA holds $14,659,611 across 2 Capital Markets names. SCHW ranks #1 (98.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
156,494 | $14,439,701 | |
| 2 | MS |
Morgan Stanley
|
1,052 | $219,910 |
All Filings in SCHW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,439,701 | 156,494 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $14,950,620 | 159,083 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $15,755,906 | 157,701 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $15,206,938 | 159,285 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $14,862,904 | 162,899 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $13,085,754 | 167,166 | Shares | Sole | 2025-04-03 | |
| 2024-12-31 | $12,406,814 | 167,637 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $11,190,353 | 172,664 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $11,939,180 | 162,019 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $11,768,632 | 162,685 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $11,003,734 | 159,938 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $8,522,566 | 155,238 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $8,661,950 | 152,822 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $7,863,966 | 150,133 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $12,268,194 | 147,348 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $10,628,063 | 147,879 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $9,246,519 | 146,352 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $12,662,687 | 150,192 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $13,168,125 | 156,577 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $11,572,892 | 158,881 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $11,482,064 | 157,699 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $10,891,969 | 167,106 | Shares | Sole | 2021-04-05 | |
| 2020-12-31 | $9,078,962 | 171,172 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $6,201,235 | 171,163 | Shares | Sole | 2020-12-03 | |
| 2020-06-30 | $4,862,170 | 144,107 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $4,872,176 | 144,919 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||