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Disclosery

Jacobi Capital Management LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Jacobi Capital Management LLC on SCHD, newest first. How the timeline and the estimate are built.

Jacobi Capital Management LLC held 88,723 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 88,723 shares
    Change vs previous 13F -1,643 shares

    0.14% of the 13F portfolio, value $2,813,391.

    13F-HR 0001689646-26-000007 filed by Jacobi Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 90,366 shares
    Change vs previous 13F -3,491 shares

    0.15% of the 13F portfolio, value $2,772,432.

    13F-HR 0001689646-26-000004 filed by Jacobi Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 93,857 shares
    Change vs previous 13F -5,497 shares

    0.15% of the 13F portfolio, value $2,574,483.

    13F-HR 0001689646-26-000002 filed by Jacobi Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 99,354 shares
    Change vs previous 13F -504 shares

    0.17% of the 13F portfolio, value $2,712,361.

    13F-HR 0001689646-25-000009 filed by Jacobi Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 99,858 shares
    Change vs previous 13F -6,179 shares

    0.18% of the 13F portfolio, value $2,646,222.

    13F-HR 0001689646-25-000007 filed by Jacobi Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 106,037 shares
    Change vs previous 13F -3,653 shares

    0.22% of the 13F portfolio, value $2,964,799.

    13F-HR 0001689646-25-000006 filed by Jacobi Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 109,690 shares
    Change vs previous 13F +73,275 shares

    0.22% of the 13F portfolio, value $2,996,741.

    13F-HR 0001689646-25-000001 filed by Jacobi Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 36,415 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,078,185.

    13F-HR 0001689646-24-000006 filed by Jacobi Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).