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Jacobsen Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Jacobsen Capital Management’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 		$585K Sell
22,820
-6,931
-23% -$186K 0.2% 48
2025
Q4 		$801K Sell
29,751
-10,179
-25% -$272K 0.26% 36
2025
Q3 		$1.05M Sell
39,930
-1,592
-4% -$40.4K 0.36% 26
2025
Q2 		$1.01M Buy
41,522
+31
+0.1% +$701 0.37% 25
2025
Q1 		$916K Buy
41,491
+268
+0.7% +$6.24K 0.4% 24
2024
Q4 		$956K Sell
41,223
-264
-0.6% -$6.15K 0.41% 25
2024
Q3 		$938K Sell
41,487
-657
-2% -$14.3K 0.39% 26
2024
Q2 		$903K Buy
42,144
+24
+0.1% +$496 0.4% 25
2024
Q1 		$871K Sell
42,120
-6,939
-14% -$137K 0.4% 24
2023
Q4 		$922K Sell
49,059
-1,404
-3% -$24.7K 0.47% 19
2023
Q3 		$851K Sell
50,463
-312
-0.6% -$5.47K 0.46% 23
2023
Q2 		$886K Sell
50,775
-123
-0.2% -$2.03K 0.46% 22
2023
Q1 		$821K Sell
50,898
-45
-0.1% -$708 0.44% 24
2022
Q4 		$767K Sell
50,943
-480
-0.9% -$7.27K 0.41% 39
2022
Q3 		$726K Buy
51,423
+11,238
+28% +$176K 0.42% 39
2022
Q2 		$598K Sell
40,185
-1,857
-4% -$30.1K 0.32% 42
2022
Q1 		$755K Buy
42,042
+2,112
+5% +$37.4K 0.35% 40
2021
Q4 		$758K Sell
39,930
-426
-1% -$7.87K 0.36% 41
2021
Q3 		$700K Sell
40,356
-1,200
-3% -$21.4K 0.35% 41
2021
Q2 		$720K Sell
41,556
-33,996
-45% -$574K 0.37% 42
2021
Q1 		$1.21M Buy
75,552
+372
+0.5% +$5.83K 0.67% 31
2020
Q4 		$1.14M Buy
75,180
+432
+0.6% +$6.18K 0.68% 34
2020
Q3 		$1M Sell
74,748
-1,326
-2% -$17.6K 0.7% 36
2020
Q2 		$939K Buy
+76,074
New +$887K 0.72% 28
2019
Q4 		$791K Sell
61,842
-42,120
-41% -$516K 0.79% 33
2019
Q3 		$1.23M Buy
103,962
+6,414
+7% +$75.6K 1.18% 21
2019
Q2 		$1.14M Buy
+97,548
New +$1.12M 1.14% 23

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
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
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Jacobsen Capital Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 23% in Q1 2026, selling an estimated $186K and leaving 22,820 shares worth $585K. The position accounts for 0.2% of the portfolio, ranked #48.

Jacobsen Capital Management first reported a position in SCHX in Q2 2019 and has held it in 27 quarters since. The position peaked at $1.23M in Q3 2019. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Jacobsen Capital Management held 22,820 shares of Schwab US Large- Cap ETF worth $585K as of Q1 2026.
  • Jacobsen Capital Management sold 6,931 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $186K.
  • Schwab US Large- Cap ETF made up 0.2% of Jacobsen Capital Management's portfolio in Q1 2026, its #48 holding.
  • Jacobsen Capital Management first reported a position in Schwab US Large- Cap ETF in Q2 2019 and has held it in 27 quarters since.
  • Jacobsen Capital Management's Schwab US Large- Cap ETF position peaked at $1.23M in Q3 2019.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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