JHCP
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Jackson Hole Capital Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Jackson Hole Capital Partners’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.47M Sell
98,358
-1,091
-1% -$28.6K 0.41% 71
2025
Q4 		$2.61M Sell
99,449
-3,982
-4% -$104K 0.45% 67
2025
Q3 		$2.66M Buy
103,431
+7
+0% +$173 0.45% 73
2025
Q2 		$2.46M Buy
103,424
+7
+0% +$154 0.45% 72
2025
Q1 		$2.23M Sell
103,417
-192
-0.2% -$4.37K 0.44% 65
2024
Q4 		$2.35M Sell
103,609
-3,446
-3% -$78.7K 0.48% 63
2024
Q3 		$2.37M Buy
107,055
+15
+0% +$320 0.5% 60
2024
Q2 		$2.24M Sell
107,040
-2,346
-2% -$47.5K 0.49% 60
2024
Q1 		$2.23M Sell
109,386
-7,341
-6% -$142K 0.5% 59
2023
Q4 		$2.17M Sell
116,727
-681
-0.6% -$11.8K 0.55% 49
2023
Q3 		$1.95M Sell
117,408
-1,971
-2% -$34.1K 0.57% 47
2023
Q2 		$2.06M Sell
119,379
-1,311
-1% -$21.4K 0.56% 52
2023
Q1 		$1.93M Sell
120,690
-1,221
-1% -$19.1K 0.51% 56
2022
Q4 		$1.82M Buy
121,911
+9
+0% +$135 0.54% 52
2022
Q3 		$1.71M Buy
121,902
+12
+0% +$187 0.52% 54
2022
Q2 		$1.79M Buy
121,890
+5,859
+5% +$94K 0.56% 53
2022
Q1 		$2.06M Buy
116,031
+3
+0% +$53 0.59% 53
2021
Q4 		$2.19M Sell
116,028
-12,534
-10% -$231K 0.68% 44
2021
Q3 		$2.23M Sell
128,562
-192
-0.1% -$3.42K 0.72% 44
2021
Q2 		$2.24M Sell
128,754
-1,212
-0.9% -$20.5K 0.77% 40
2021
Q1 		$2.1M Sell
129,966
-8,472
-6% -$134K 0.86% 36
2020
Q4 		$2.1M Sell
138,438
-66
-0% -$940 0.96% 32
2020
Q3 		$1.84M Sell
138,504
-2,160
-2% -$28.4K 0.97% 30
2020
Q2 		$1.72M Sell
140,664
-32,700
-19% -$377K 1.05% 29
2020
Q1 		$1.75M Sell
173,364
-100,230
-37% -$1.21M 1.3% 19
2019
Q4 		$3.51M Buy
273,594
+24
+0% +$294 1.92% 8
2019
Q3 		$3.24M Sell
273,570
-2,322
-0.8% -$27.4K 1.83% 9
2019
Q2 		$3.24M Buy
275,892
+27,774
+11% +$321K 2.01% 9
2019
Q1 		$2.81M Buy
248,118
+1,062
+0.4% +$11.6K 2.49% 7
2018
Q4 		$2.47M Buy
+247,056
New +$2.67M 2.6% 6

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Jackson Hole Capital Partners's SCHB Position: Q1 2026 in Review

Jackson Hole Capital Partners reduced its Schwab US Broad Market ETF (SCHB) stake by 1.1% in Q1 2026, selling an estimated $28.6K and leaving 98,358 shares worth $2.47M. The position accounts for 0.41% of the portfolio, ranked #71.

Jackson Hole Capital Partners first reported a position in SCHB in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.51M in Q4 2019. 1,310 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Jackson Hole Capital Partners held 98,358 shares of Schwab US Broad Market ETF worth $2.47M as of Q1 2026.
  • Jackson Hole Capital Partners sold 1,091 Schwab US Broad Market ETF shares in Q1 2026, an estimated $28.6K.
  • Schwab US Broad Market ETF made up 0.41% of Jackson Hole Capital Partners's portfolio in Q1 2026, its #71 holding.
  • Jackson Hole Capital Partners first reported a position in Schwab US Broad Market ETF in Q4 2018 and has held it in 30 quarters since.
  • Jackson Hole Capital Partners's Schwab US Broad Market ETF position peaked at $3.51M in Q4 2019.
  • 1,310 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Jackson Hole Capital Partners's 13F filing for Q1 2026, filed 8 May 2026.