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Schwab U S Small Cap ETF shares owned by Jacobsen Capital Management

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

Historical chart of Jacobsen Capital 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 Jacobsen Capital 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 Jacobsen Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $369k 7.8k 47.24
2023-09-30 $361k 8.7k 41.42
2023-06-30 $383k 8.7k 43.80
2023-03-31 $4.0M 96k 41.93
2022-12-31 $3.8M 94k 40.51
2022-09-30 $323k 8.5k 37.80
2022-06-30 $324k 8.3k 39.02
2022-03-31 $326k 6.9k 47.40
2021-12-31 $302k 3.0k 102.34
2021-09-30 $295k 2.9k 100.14
2021-06-30 $293k 2.8k 104.20
2021-03-31 $390k 3.9k 99.57
2020-12-31 $252k 2.8k 88.73
2020-09-30 $204k 3.0k 68.11
2020-06-30 $208k 3.2k 65.29
2019-09-30 $256k 3.7k 69.58
2019-06-30 $239k 3.3k 71.41