Jackson Hole Capital Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Jackson Hole Capital Partners’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 Q1	$628	Hold	24	–	–	﹤0.01%	310
2025 Q4	$657	Hold	24	–	–	﹤0.01%	307
2025 Q3	$641	Hold	24	–	–	﹤0.01%	302
2025 Q2	$593	Hold	24	–	–	﹤0.01%	280
2025 Q1	$534	Hold	24	–	–	﹤0.01%	276
2024 Q4	$559	Hold	24	–	–	﹤0.01%	271
2024 Q3	$546	Hold	24	–	–	﹤0.01%	266
2024 Q2	$514	Hold	24	–	–	﹤0.01%	271
2024 Q1	$496	Hold	24	–	–	﹤0.01%	270
2023 Q4	$451	Hold	24	–	–	﹤0.01%	272
2023 Q3	$405	Sell	24 -750	-97%	-$13.2K	﹤0.01%	257
2023 Q2	$13.5K	Sell	774 -150	-16%	-$2.48K	﹤0.01%	247
2023 Q1	$14.9K	Hold	924	–	–	﹤0.01%	265
2022 Q4	$13.9K	Hold	924	–	–	﹤0.01%	232
2022 Q3	$13K	Hold	924	–	–	﹤0.01%	229
2022 Q2	$14K	Hold	924	–	–	﹤0.01%	210
2022 Q1	$17K	Hold	924	–	–	﹤0.01%	217
2021 Q4	$18K	Hold	924	–	–	0.01%	208
2021 Q3	$16K	Hold	924	–	–	0.01%	220
2021 Q2	$16K	Hold	924	–	–	0.01%	217
2021 Q1	$15K	Hold	924	–	–	0.01%	214
2020 Q4	$14K	Hold	924	–	–	0.01%	191
2020 Q3	$12K	Buy	924 +24	+3%	+$319	0.01%	168
2020 Q2	$11K	Hold	900	–	–	0.01%	154
2020 Q1	$9K	Hold	900	–	–	0.01%	152
2019 Q4	$12K	Hold	900	–	–	0.01%	194
2019 Q3	$11K	Hold	900	–	–	0.01%	191
2019 Q2	$11K	Hold	900	–	–	0.01%	185
2019 Q1	$10K	Hold	900	–	–	0.01%	151
2018 Q4	$9K	Buy	+900	New	+$9.66K	0.01%	138

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Jackson Hole Capital Partners held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 24 shares worth $628. The position accounts for ﹤0.01% of the portfolio, ranked #310.

Jackson Hole Capital Partners first reported a position in SCHX in Q4 2018 and has held it in 30 quarters since. The position peaked at $18K in Q4 2021. 1,535 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Jackson Hole Capital Partners held 24 shares of Schwab US Large- Cap ETF worth $628 as of Q1 2026.
Jackson Hole Capital Partners left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
Schwab US Large- Cap ETF made up ﹤0.01% of Jackson Hole Capital Partners's portfolio in Q1 2026, its #310 holding.
Jackson Hole Capital Partners first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 30 quarters since.
Jackson Hole Capital Partners's Schwab US Large- Cap ETF position peaked at $18K in Q4 2021.
1,535 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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