JACOBS & CO/CA: SCHW position timeline

JACOBS & CO/CA held 152,097 SCHW shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 152,097 shares

   Change vs previous 13F -4,397 shares

   1.28% of the 13F portfolio, value $14,866,000.

   13F-HR 0001055544-26-000005 filed by JACOBS & CO/CA
   Accepted 2026-10-09 18:29:12 UTC, ingested 2026-10-09 18:30:04 UTC

2. period ended2026-06-30

   13F 156,494 shares

   Change vs previous 13F -2,589 shares

   1.24% of the 13F portfolio, value $14,439,000.

   13F-HR 0001055544-26-000003 filed by JACOBS & CO/CA
   Filed 2026-07-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 159,083 shares

   Change vs previous 13F +1,382 shares

   1.48% of the 13F portfolio, value $14,950,000.

   13F-HR 0001055544-26-000002 filed by JACOBS & CO/CA
   Filed 2026-04-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 157,701 shares

   Change vs previous 13F -1,584 shares

   1.49% of the 13F portfolio, value $15,755,000.

   13F-HR 0001055544-26-000001 filed by JACOBS & CO/CA
   Filed 2026-01-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 159,285 shares

   Change vs previous 13F -3,614 shares

   1.45% of the 13F portfolio, value $15,206,000.

   13F-HR 0001055544-25-000007 filed by JACOBS & CO/CA
   Filed 2025-10-01 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 162,899 shares

   Change vs previous 13F -4,267 shares

   1.47% of the 13F portfolio, value $14,862,000.

   13F-HR 0001055544-25-000003 filed by JACOBS & CO/CA
   Filed 2025-07-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 167,166 shares

   Change vs previous 13F -471 shares

   1.39% of the 13F portfolio, value $13,085,000.

   13F-HR 0001055544-25-000002 filed by JACOBS & CO/CA
   Filed 2025-04-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 167,637 shares

   Change vs previous 13F not available

   1.26% of the 13F portfolio, value $12,406,000.

   13F-HR 0001055544-25-000001 filed by JACOBS & CO/CA
   Filed 2025-01-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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