Schwab Strategic Tr us lrg cap etf shares owned by Jacobsen Capital Management
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Jacobsen Capital Management
from 13F filings
Historical chart of Jacobsen Capital Management investment in Schwab Strategic Tr us lrg cap etf
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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Jacobsen Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $871k | 14k | 62.06 |
| 2023-12-31 | $922k | 16k | 56.40 |
| 2023-09-30 | $851k | 17k | 50.60 |
| 2023-06-30 | $886k | 17k | 52.37 |
| 2023-03-31 | $821k | 17k | 48.37 |
| 2022-12-31 | $767k | 17k | 45.17 |
| 2022-09-30 | $726k | 17k | 42.35 |
| 2022-06-30 | $598k | 13k | 44.64 |
| 2022-03-31 | $755k | 14k | 53.87 |
| 2021-12-31 | $758k | 6.7k | 113.90 |
| 2021-09-30 | $700k | 6.7k | 104.07 |
| 2021-06-30 | $720k | 6.9k | 103.96 |
| 2021-03-31 | $1.2M | 13k | 96.01 |
| 2020-12-31 | $1.1M | 13k | 90.90 |
| 2020-09-30 | $1.0M | 13k | 80.59 |
| 2020-06-30 | $939k | 13k | 74.06 |
| 2019-12-31 | $791k | 10k | 76.74 |
| 2019-09-30 | $1.2M | 17k | 70.87 |
| 2019-06-30 | $1.1M | 16k | 70.18 |
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