Jacobsen Capital Management’s Schwab International Equity ETF SCHF Stock Holding History

Jacobsen Capital Management’s Portfolio SCHF Stock Details SCHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11M	Sell	443,915 -38,282	-8%	-$974K	3.71%	6
2025 Q4	$11.6M	Buy	482,197 +11,270	+2%	+$268K	3.79%	6
2025 Q3	$11M	Buy	470,927 +58,902	+14%	+$1.33M	3.72%	6
2025 Q2	$9.11M	Buy	412,025 +15,726	+4%	+$327K	3.35%	6
2025 Q1	$7.84M	Sell	396,299 -2,067	-0.5%	-$40.5K	3.41%	6
2024 Q4	$7.37M	Buy	398,366 +146	+0%	+$2.85K	3.14%	7
2024 Q3	$8.19M	Sell	398,220 -3,038	-0.8%	-$60.1K	3.45%	6
2024 Q2	$7.71M	Buy	401,258 +62	+0%	+$1.2K	3.44%	6
2024 Q1	$7.83M	Buy	401,196 +12,194	+3%	+$228K	3.63%	6
2023 Q4	$7.19M	Buy	389,002 +117,076	+43%	+$2.03M	3.63%	6
2023 Q3	$4.62M	Buy	271,926 +2,476	+0.9%	+$43.7K	2.51%	11
2023 Q2	$4.8M	Buy	269,450 +80,634	+43%	+$1.43M	2.48%	10
2023 Q1	$3.29M	Sell	188,816 -5,954	-3%	-$102K	1.76%	13
2022 Q4	$3.14M	Buy	194,770 +150,196	+337%	+$2.35M	1.67%	12
2022 Q3	$627K	Buy	44,574 +1,504	+3%	+$23.6K	0.36%	40
2022 Q2	$677K	Sell	43,070 -600	-1%	-$10.2K	0.36%	40
2022 Q1	$802K	Sell	43,670 -94	-0.2%	-$1.75K	0.37%	39
2021 Q4	$851K	Buy	43,764 +830	+2%	+$16.3K	0.4%	38
2021 Q3	$831K	Buy	42,934 +652	+2%	+$13K	0.42%	38
2021 Q2	$834K	Sell	42,282 -10,022	-19%	-$198K	0.43%	40
2021 Q1	$984K	Buy	52,304 +7,368	+16%	+$137K	0.54%	36
2020 Q4	$809K	Buy	44,936 +580	+1%	+$9.78K	0.48%	40
2020 Q3	$696K	Sell	44,356 -2,580	-5%	-$40.5K	0.49%	40
2020 Q2	$698K	Buy	+46,936	New	+$660K	0.53%	37
2019 Q4	$674K	Sell	40,138 -15,088	-27%	-$248K	0.67%	39
2019 Q3	$879K	Buy	55,226 +3,714	+7%	+$58.4K	0.85%	27
2019 Q2	$826K	Buy	+51,512	New	+$815K	0.82%	31

Other funds holding SCHF

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

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

Jacobsen Capital Management's SCHF Position: Q1 2026 in Review

Jacobsen Capital Management reduced its Schwab International Equity ETF (SCHF) stake by 7.9% in Q1 2026, selling an estimated $974K and leaving 443,915 shares worth $11M. The position accounts for 3.71% of the portfolio, ranked #6.

Jacobsen Capital Management first reported a position in SCHF in Q2 2019 and has held it in 27 quarters since. The position peaked at $11.6M in Q4 2025. 1,590 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.

Jacobsen Capital Management held 443,915 shares of Schwab International Equity ETF worth $11M as of Q1 2026.
Jacobsen Capital Management sold 38,282 Schwab International Equity ETF shares in Q1 2026, an estimated $974K.
Schwab International Equity ETF made up 3.71% of Jacobsen Capital Management's portfolio in Q1 2026, its #6 holding.
Jacobsen Capital Management first reported a position in Schwab International Equity ETF in Q2 2019 and has held it in 27 quarters since.
Jacobsen Capital Management's Schwab International Equity ETF position peaked at $11.6M in Q4 2025.
1,590 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.

Based on Jacobsen Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.