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Jacobsen Capital Management → SCHW-PJ
Jacobsen Capital Management SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
12
Latest value
$12.3M
Q3 2026
Peak value
$12.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $241K |
| Q4 2025 | $801K |
| Q4 2025 | $11.6M |
| Q1 2026 | $220K |
| Q1 2026 | $585K |
| Q1 2026 | $11M |
| Q2 2026 | $212K |
| Q2 2026 | $656K |
| Q2 2026 | $12.4M |
| Q3 2026 | $226K |
| Q3 2026 | $655K |
| Q3 2026 | $12.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12.3M | 447.5K | — | — |
| Q3 2026 | $655K | 21.8K | — | — |
| Q3 2026 | $226K | 2.3K | — | — |
| Q2 2026 | $12.4M | 447.6K | — | — |
| Q2 2026 | $656K | 22.3K | — | — |
| Q2 2026 | $212K | 2.3K | — | — |
| Q1 2026 | $11M | 443.9K | — | — |
| Q1 2026 | $585K | 22.8K | — | — |
| Q1 2026 | $220K | 2.3K | — | — |
| Q4 2025 | $11.6M | 482.2K | — | — |
| Q4 2025 | $801K | 29.8K | — | — |
| Q4 2025 | $241K | 2.4K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B