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Jacobi Capital Management LLC: SCHX position timeline

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

Jacobi Capital Management LLC held 630,971 SCHX 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 630,971 shares
    Change vs previous 13F -27,660 shares

    0.91% of the 13F portfolio, value $18,569,460.

    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 658,631 shares
    Change vs previous 13F -56,178 shares

    0.94% of the 13F portfolio, value $16,887,296.

    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 714,809 shares
    Change vs previous 13F -774 shares

    1.11% of the 13F portfolio, value $19,235,490.

    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 715,583 shares
    Change vs previous 13F -21,959 shares

    1.15% of the 13F portfolio, value $18,848,456.

    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 737,542 shares
    Change vs previous 13F -30,785 shares

    1.2% of the 13F portfolio, value $18,025,523.

    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 768,327 shares
    Change vs previous 13F -19,580 shares

    1.25% of the 13F portfolio, value $16,964,655.

    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 787,907 shares
    Change vs previous 13F +530,802 shares

    1.36% of the 13F portfolio, value $18,263,676.

    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 257,105 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $17,444,593.

    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).