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Jacobsen Capital Management: SCHX position timeline

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

Jacobsen Capital Management held 22,300 SCHX 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 22,300 shares
    Change vs previous 13F -520 shares

    0.19% of the 13F portfolio, value $656,297.

    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 22,820 shares
    Change vs previous 13F -6,931 shares

    0.2% of the 13F portfolio, value $585,111.

    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 29,751 shares
    Change vs previous 13F -10,179 shares

    0.26% of the 13F portfolio, value $800,606.

    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 39,930 shares
    Change vs previous 13F -1,592 shares

    0.36% of the 13F portfolio, value $1,051,745.

    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 41,522 shares
    Change vs previous 13F +31 shares

    0.37% of the 13F portfolio, value $1,014,802.

    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 41,491 shares
    Change vs previous 13F +268 shares

    0.4% of the 13F portfolio, value $916,123.

    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 41,223 shares
    Change vs previous 13F +27,394 shares

    0.41% of the 13F portfolio, value $955,545.

    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 13,829 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $938,285.

    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).