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Glass Jacobson Investment Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Glass Jacobson Investment Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$63K Buy
2,142
+4
+0.2% +$114 0.02% 301
2026
Q1 		$54.8K Buy
2,138
+5
+0.2% +$134 0.02% 302
2025
Q4 		$57.4K Buy
2,133
+4
+0.2% +$107 0.02% 295
2025
Q3 		$56.1K Buy
2,129
+4
+0.2% +$102 0.02% 293
2025
Q2 		$51.9K Sell
2,125
-3,947
-65% -$89.2K 0.02% 288
2025
Q1 		$141K Hold
6,072
– – 0.05% 264
2024
Q4 		$141K Hold
6,072
– – 0.05% 264
2024
Q3 		$137K Buy
6,072
+1,707
+39% +$37.2K 0.05% 253
2024
Q2 		$93.5K Hold
4,365
– – 0.03% 277
2024
Q1 		$90.3K Sell
4,365
-12,066
-73% -$238K 0.03% 289
2023
Q4 		$309K Buy
16,431
+11,811
+256% +$207K 0.13% 166
2023
Q3 		$77.9K Buy
4,620
+285
+7% +$5K 0.04% 283
2023
Q2 		$75.7K Buy
+4,335
New +$71.6K 0.03% 292
2022
Q4 		$87.2K Buy
+5,796
New +$87.7K 0.04% 281

Other funds holding SCHX

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Glass Jacobson Investment Advisors's SCHX Position: Q2 2026 in Review

Glass Jacobson Investment Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 0.19% in Q2 2026, buying an estimated $114 and bringing the position to 2,142 shares worth $63K. The position accounts for 0.02% of the portfolio, ranked #301.

Glass Jacobson Investment Advisors first reported a position in SCHX in Q4 2022 and has held it in 14 quarters since. The position peaked at $309K in Q4 2023. 1,281 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Glass Jacobson Investment Advisors held 2,142 shares of Schwab US Large- Cap ETF worth $63K as of Q2 2026.
  • Glass Jacobson Investment Advisors bought 4 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $114.
  • Schwab US Large- Cap ETF made up 0.02% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #301 holding.
  • Glass Jacobson Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • Glass Jacobson Investment Advisors's Schwab US Large- Cap ETF position peaked at $309K in Q4 2023.
  • 1,281 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.