Jacobsen Capital Management's ownership history for SCHW

Jacobsen Capital Management currently holds 2.3K shares with a market value of $219.5K. It started holding SCHW on 2025-06-30. At its peak, it held 2.4K shares on 2025-12-31. Its highest holding value was $241.4K on 2025-12-31. At its lowest, it held 2.3K shares on 2025-06-30, with a value of $209.3K on 2025-06-30. In the recent 180 days, Jacobsen Capital Management has decreased its shares by 23.