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Jacobs & Co

SEC CIK
0001055544
Latest filing
Jul 8, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Jacobs & Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overviewAll 13F holders of SCHWFull Q2 2026 holdings

Shares (Q2 2026)
156,494
Value
$14.4M
% of portfolio
1.2%
Quarters held
22
Since Q1 2021
Holdings of SCHW by Jacobs & Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026156,494$14.4M1.2%−2,589−1.6%ReducedHolders
Q1 2026159,083$14.9M1.5%+1,382+0.9%AddedHolders
Q4 2025157,701$15.8M1.5%−1,584−1.0%ReducedHolders
Q3 2025159,285$15.2M1.5%−3,614−2.2%ReducedHolders
Q2 2025162,899$14.9M1.5%−4,267−2.6%ReducedHolders
Q1 2025167,166$13.1M1.4%−471−0.3%ReducedHolders
Q4 2024167,637$12.4M1.3%−5,027−2.9%ReducedHolders
Q3 2024172,664$11.2M1.1%+10,645+6.6%AddedHolders
Q2 2024162,019$11.9M1.3%−666−0.4%ReducedHolders
Q1 2024162,685$11.8M1.2%+2,747+1.7%AddedHolders
Q4 2023159,938$11.0M1.2%+4,700+3.0%AddedHolders
Q3 2023155,238$8.52M1.1%+2,416+1.6%AddedHolders
Q2 2023152,822$8.66M1.0%+2,689+1.8%AddedHolders
Q1 2023150,133$7.86M1.0%+2,785+1.9%AddedHolders
Q4 2022147,348$12.3M1.6%−531−0.4%ReducedHolders
Q3 2022147,879$10.6M1.5%+1,527+1.0%AddedHolders
Q2 2022146,352$9.25M1.2%−3,840−2.6%ReducedHolders
Q1 2022150,192$12.7M1.4%−6,385−4.1%ReducedHolders
Q4 2021156,577$13.2M1.4%−2,304−1.5%ReducedHolders
Q3 2021158,881$11.6M1.3%+1,182+0.7%AddedHolders
Q2 2021157,699$11.5M1.3%−9,407−5.6%ReducedHolders
Q1 2021167,106$10.9M1.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.