JC
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Jacobs & Co’s Schwab US Broad Market ETF SCHB Stock Holding History

Jacobs & Co’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
Q2 		$366K Sell
12,669
-4,103
-24% -$115K 0.03% 109
2026
Q1 		$421K Buy
16,772
+330
+2% +$8.66K 0.04% 103
2025
Q4 		$431K Hold
16,442
– – 0.04% 99
2025
Q3 		$422K Sell
16,442
-150
-0.9% -$3.71K 0.04% 100
2025
Q2 		$395K Hold
16,592
– – 0.04% 103
2025
Q1 		$357K Hold
16,592
– – 0.04% 104
2024
Q4 		$376K Sell
16,592
-349
-2% -$7.97K 0.04% 103
2024
Q3 		$375K Sell
16,941
-3
-0% -$64 0.04% 106
2024
Q2 		$355K Buy
16,944
+195
+1% +$3.95K 0.04% 104
2024
Q1 		$340K Sell
16,749
-180
-1% -$3.48K 0.04% 107
2023
Q4 		$314K Hold
16,929
– – 0.04% 109
2023
Q3 		$281K Sell
16,929
-3
-0% -$52 0.04% 110
2023
Q2 		$291K Hold
16,932
– – 0.03% 109
2023
Q1 		$270K Sell
16,932
-3
-0% -$47 0.03% 113
2022
Q4 		$252K Sell
16,935
-6
-0% -$90 0.03% 118
2022
Q3 		$237K Buy
16,941
+1,488
+10% +$23.1K 0.03% 113
2022
Q2 		$227K Sell
15,453
-2,607
-14% -$41.8K 0.03% 115
2022
Q1 		$321K Hold
18,060
– – 0.04% 101
2021
Q4 		$340K Sell
18,060
-1,620
-8% -$29.8K 0.04% 104
2021
Q3 		$340K Hold
19,680
– – 0.04% 100
2021
Q2 		$342K Sell
19,680
-120
-0.6% -$2.03K 0.04% 102
2021
Q1 		$319K Buy
19,800
+120
+0.6% +$1.89K 0.04% 101
2020
Q4 		$298K Buy
19,680
+270
+1% +$3.85K 0.04% 99
2020
Q3 		$257K Hold
19,410
– – 0.04% 98
2020
Q2 		$237K Sell
19,410
-1,920
-9% -$22.1K 0.04% 106
2020
Q1 		$214K Sell
21,330
-864
-4% -$10.5K 0.04% 118
2019
Q4 		$284K Sell
22,194
-17,796
-45% -$218K 0.04% 113
2019
Q3 		$473K Buy
39,990
+1,932
+5% +$22.8K 0.08% 101
2019
Q2 		$447K Buy
38,058
+4,752
+14% +$54.9K 0.07% 106
2019
Q1 		$377K Buy
33,306
+1,542
+5% +$16.8K 0.06% 116
2018
Q4 		$317K Buy
31,764
+2,760
+10% +$29.8K 0.06% 105
2018
Q3 		$340K Buy
29,004
+876
+3% +$10.1K 0.06% 109
2018
Q2 		$309K Buy
28,128
+1,080
+4% +$11.8K 0.06% 110
2018
Q1 		$287K Buy
+27,048
New +$297K 0.05% 109

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Jacobs & Co's SCHB Position: Q2 2026 in Review

Jacobs & Co reduced its Schwab US Broad Market ETF (SCHB) stake by 24% in Q2 2026, selling an estimated $115K and leaving 12,669 shares worth $366K. The position accounts for 0.03% of the portfolio, ranked #109.

Jacobs & Co first reported a position in SCHB in Q1 2018 and has held it in 34 quarters since. The position peaked at $473K in Q3 2019. 716 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Jacobs & Co held 12,669 shares of Schwab US Broad Market ETF worth $366K as of Q2 2026.
  • Jacobs & Co sold 4,103 Schwab US Broad Market ETF shares in Q2 2026, an estimated $115K.
  • Schwab US Broad Market ETF made up 0.03% of Jacobs & Co's portfolio in Q2 2026, its #109 holding.
  • Jacobs & Co first reported a position in Schwab US Broad Market ETF in Q1 2018 and has held it in 34 quarters since.
  • Jacobs & Co's Schwab US Broad Market ETF position peaked at $473K in Q3 2019.
  • 716 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Jacobs & Co's 13F filing for Q2 2026, filed 9 Jul 2026.