Position in SCHW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$211,944
-$7,593 QoQ
Shares Held
2,297
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,924
of 2,304 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Jacobsen Capital Management holds $1,097,972 across 3 Capital Markets names. SCHW ranks #3 (19.3% of the industry book) .
All Filings in SCHW
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,944 | 2,297 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $219,537 | 2,336 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $241,382 | 2,416 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $225,213 | 2,359 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $209,304 | 2,294 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||