Charles Schwab Corporation shares owned by Jacobson & Schmitt Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Jacobson & Schmitt Advisors
from 13F filings
Historical chart of Jacobson & Schmitt Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Jacobson & Schmitt Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 159k | 95.47 |
| 2025-06-30 | $15M | 164k | 91.24 |
| 2025-03-31 | $13M | 164k | 78.28 |
| 2024-12-31 | $12M | 162k | 74.01 |
| 2024-09-30 | $11M | 162k | 64.81 |
| 2024-06-30 | $12M | 161k | 73.69 |
| 2024-03-31 | $11M | 155k | 72.34 |
| 2023-12-31 | $11M | 156k | 68.80 |
| 2023-09-30 | $8.6M | 157k | 54.90 |
| 2023-06-30 | $9.5M | 167k | 56.68 |
| 2023-03-31 | $9.1M | 173k | 52.38 |
| 2022-12-31 | $13M | 178k | 71.87 |
| 2022-09-30 | $13M | 178k | 71.87 |
| 2022-06-30 | $12M | 195k | 63.18 |
| 2022-03-31 | $16M | 194k | 84.31 |
| 2021-12-31 | $16M | 193k | 84.10 |
| 2021-09-30 | $18M | 242k | 72.84 |
| 2021-06-30 | $18M | 249k | 72.81 |
| 2021-03-31 | $17M | 257k | 65.18 |
| 2020-12-31 | $13M | 247k | 53.04 |
| 2020-09-30 | $9.0M | 248k | 36.23 |
| 2020-06-30 | $6.4M | 189k | 33.74 |
| 2020-03-31 | $4.6M | 135k | 33.62 |
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