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Disclosery

Jacobsen Capital Management: SCHF position timeline

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

Jacobsen Capital Management held 447,644 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 447,644 shares
    Change vs previous 13F +3,729 shares

    3.63% of the 13F portfolio, value $12,399,745.

    13F-HR 0001782491-26-000003 filed by Jacobsen Capital Management
    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 443,915 shares
    Change vs previous 13F -38,282 shares

    3.71% of the 13F portfolio, value $10,986,884.

    13F-HR 0001782491-26-000002 filed by Jacobsen Capital Management
    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 482,197 shares
    Change vs previous 13F +11,270 shares

    3.79% of the 13F portfolio, value $11,592,013.

    13F-HR 0001782491-26-000001 filed by Jacobsen Capital Management
    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 470,927 shares
    Change vs previous 13F +58,902 shares

    3.72% of the 13F portfolio, value $10,963,169.

    13F-HR 0001782491-25-000006 filed by Jacobsen Capital Management
    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 412,025 shares
    Change vs previous 13F +15,726 shares

    3.35% of the 13F portfolio, value $9,105,742.

    13F-HR 0001782491-25-000004 filed by Jacobsen Capital Management
    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 396,299 shares
    Change vs previous 13F -2,067 shares

    3.41% of the 13F portfolio, value $7,838,795.

    13F-HR 0001782491-25-000002 filed by Jacobsen Capital Management
    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 398,366 shares
    Change vs previous 13F +199,256 shares

    3.14% of the 13F portfolio, value $7,369,771.

    13F-HR 0001782491-25-000001 filed by Jacobsen Capital Management
    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 199,110 shares
    Change vs previous 13F not available

    3.45% of the 13F portfolio, value $8,187,392.

    13F-HR 0001782491-24-000005 filed by Jacobsen Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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