SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Jacobsen Capital Management's Holding History (CIK: 0001782491)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 29,751 Value ($000) $801 Avg Close Range
Q3 2025
Shares 39,930 Value ($000) $1,052 Avg Close Range
Q2 2025
Shares 41,522 Value ($000) $1,015 Avg Close Range
Q1 2025
Shares 41,491 Value ($000) $916 Avg Close Range
Q4 2024
Shares 41,223 Value ($000) $956 Avg Close Range
Q3 2024
Shares 13,829 Value ($000) $938 Avg Close Range
Q2 2024
Shares 14,048 Value ($000) $903 Avg Close Range
Q1 2024
Shares 14,040 Value ($000) $871 Avg Close Range
Q4 2023
Shares 16,353 Value ($000) $922 Avg Close Range
Q3 2023
Shares 16,821 Value ($000) $851 Avg Close Range
Q2 2023
Shares 16,925 Value ($000) $886 Avg Close Range
Q1 2023
Shares 16,966 Value ($000) $821 Avg Close Range
Q4 2022
Shares 16,981 Value ($000) $1 Avg Close Range
Q3 2022
Shares 17,141 Value ($000) $726 Avg Close Range
Q2 2022
Shares 13,395 Value ($000) $598 Avg Close Range
Q1 2022
Shares 14,014 Value ($000) $755 Avg Close Range
Q4 2021
Shares 6,655 Value ($000) $758 Avg Close Range
Q3 2021
Shares 6,726 Value ($000) $700 Avg Close Range
Q2 2021
Shares 6,926 Value ($000) $720 Avg Close Range
Q1 2021
Shares 12,592 Value ($000) $1,209 Avg Close Range
Q4 2020
Shares 12,530 Value ($000) $1,139 Avg Close Range
Q3 2020
Shares 12,458 Value ($000) $1,004 Avg Close Range
Q2 2020
Shares 12,679 Value ($000) $939 Avg Close Range
Q4 2019
Shares 10,307 Value ($000) $791 Avg Close Range
Q3 2019
Shares 17,327 Value ($000) $1,228 Avg Close Range
Q2 2019
Shares 16,258 Value ($000) $1,141 Avg Close Range