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Charles Schwab Corporation shares owned by Jacobsen Capital Management

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Jacobsen Capital Management from 13F filings

Historical chart of Jacobsen Capital Management investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Jacobsen Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Jacobsen Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $225k 2.4k 95.47
2025-06-30 $209k 2.3k 91.24

More positions owned by Jacobsen Capital Management

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Small Cp Etf (VB)
Extra Space Storage (EXR)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Bd Index Fds Intermed Term (BIV)
Amazon (AMZN)
Meta Platforms Cl A (META)

View all positions for Jacobsen Capital Management

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
FMR
Franklin Resources
Morgan Stanley
Fisher Investments
Harris Associates L.P
PRIMECAP Management Company
Artisan Partners Limited Partnership
Massachusetts Financial Services
Northern Trust

View all funds holding Charles Schwab Corporation