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JACOBSON & SCHMITT ADVISORS, LLC: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JACOBSON & SCHMITT ADVISORS, LLC on SCHW, newest first. How the timeline and the estimate are built.

JACOBSON & SCHMITT ADVISORS, LLC held 155,449 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 155,449 shares
    Change vs previous 13F -4,398 shares

    2.34% of the 13F portfolio, value $14,343,248.

    13F-HR 0001951757-26-001002 filed by JACOBSON & SCHMITT ADVISORS, 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 159,847 shares
    Change vs previous 13F +142 shares

    2.72% of the 13F portfolio, value $15,022,389.

    13F-HR 0001951757-26-000572 filed by JACOBSON & SCHMITT ADVISORS, 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 159,705 shares
    Change vs previous 13F +1,040 shares

    2.69% of the 13F portfolio, value $15,956,093.

    13F-HR 0001951757-26-000239 filed by JACOBSON & SCHMITT ADVISORS, 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 158,665 shares
    Change vs previous 13F -5,055 shares

    2.6% of the 13F portfolio, value $15,147,769.

    13F-HR 0001951757-25-001367 filed by JACOBSON & SCHMITT ADVISORS, 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 163,720 shares
    Change vs previous 13F -639 shares

    2.65% of the 13F portfolio, value $14,937,834.

    13F-HR 0001951757-25-001034 filed by JACOBSON & SCHMITT ADVISORS, 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 164,359 shares
    Change vs previous 13F +2,000 shares

    2.63% of the 13F portfolio, value $12,866,001.

    13F-HR 0001951757-25-000495 filed by JACOBSON & SCHMITT ADVISORS, 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 162,359 shares
    Change vs previous 13F +718 shares

    2.32% of the 13F portfolio, value $12,016,173.

    13F-HR 0001951757-25-000166 filed by JACOBSON & SCHMITT ADVISORS, 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 161,641 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $10,475,947.

    13F-HR 0001951757-24-001135 filed by JACOBSON & SCHMITT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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