Number of Shares
396,299.00
Current Holdings Value*
$7.84 Mil
% of Portfolio
3.41%
Total Estimate Gain
$-1.80 Mil
% of Total Estimate Gain
-16.16%

Jacobsen Capital Management's Schwab International Equity ETF Holding Summary

As of 2025-03-31, Jacobsen Capital Management held 396,299.00 shares of Schwab International Equity ETF(SCHF), totaling $7.84 Mil. This investment constitutes 3.41% of their stock portfolio, and Jacobsen Capital Management now holds 0.02% of the outstanding Schwab International Equity ETF(SCHF) stock.

The initial trade took place in 2019Q2. And since then Jacobsen Capital Management has made 15 purchases of SCHF, at an average price of $26.74, for a total of 415,535.00 shares. In addition, there have been 7 sales at an average price of $33.26 for 19,236.00 shares. Based on historical transaction data and SCHF's current price of $21.89, Jacobsen Capital Management's estimated gain on his SCHF holdings is $-1.80 Mil, reflecting a -16.16% gain to date.

Jacobsen Capital Management SCHF ($21.89) Holding Chart

Jacobsen Capital Management SCHF ($21.89) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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