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Jeff Yass’s Schwab US Large- Cap ETF SCHX Stock Holding History

Jeff Yass’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
Q2 		– Sell
-15,600
Closed -$400K – 14392
2026
Q1 		$400K Buy
+15,600
New +$418K ﹤0.01% 10215
2024
Q3 		– Sell
-9,900
Closed -$212K – 12913
2024
Q2 		$212K Buy
+9,900
New +$205K ﹤0.01% 10234
2024
Q1 		– Sell
-11,700
Closed -$220K – 13201
2023
Q4 		$220K Sell
11,700
-34,500
-75% -$606K ﹤0.01% 10478
2023
Q3 		$779K Sell
46,200
-21,300
-32% -$374K ﹤0.01% 7200
2023
Q2 		$1.18M Buy
67,500
+48,300
+252% +$797K ﹤0.01% 6305
2023
Q1 		$310K Buy
19,200
+2,400
+14% +$37.8K ﹤0.01% 9655
2022
Q4 		$253K Buy
+16,800
New +$254K ﹤0.01% 9518
2022
Q3 		– Sell
-59,400
Closed -$884K – 14010
2022
Q2 		$884K Buy
59,400
+14,100
+31% +$228K ﹤0.01% 6829
2022
Q1 		$813K Sell
45,300
-13,500
-23% -$239K ﹤0.01% 7672
2021
Q4 		$1.11M Buy
58,800
+6,000
+11% +$111K ﹤0.01% 7014
2021
Q3 		$915K Buy
52,800
+28,200
+115% +$503K ﹤0.01% 7805
2021
Q2 		$426K Buy
+24,600
New +$415K ﹤0.01% 9969
2021
Q1 		– Sell
-21,000
Closed -$318K – 12780
2020
Q4 		$318K Buy
21,000
+4,800
+30% +$68.7K ﹤0.01% 9148
2020
Q3 		$218K Sell
16,200
-2,400
-13% -$31.9K ﹤0.01% 9319
2020
Q2 		$230K Buy
+18,600
New +$217K ﹤0.01% 8801
2019
Q3 		– Sell
-22,800
Closed -$267K – 10758
2019
Q2 		$267K Buy
+22,800
New +$262K ﹤0.01% 8555
2018
Q2 		– Sell
-28,800
Closed -$303K – 10308
2018
Q1 		$303K Buy
+28,800
New +$313K ﹤0.01% 7617
2015
Q2 		– Sell
-77,400
Closed -$639K – 10416
2015
Q1 		$639K Sell
77,400
-600
-0.8% -$4.94K ﹤0.01% 6650
2014
Q4 		$638K Hold
78,000
– – ﹤0.01% 6762
2014
Q3 		$611K Buy
+78,000
New +$614K ﹤0.01% 6843

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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 $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Jeff Yass's SCHX Position: Q2 2026 in Review

Jeff Yass sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2026, closing a stake of 16,478 shares — an estimated $471K sold.

Jeff Yass first reported a position in SCHX in Q4 2013 and held it in 35 quarters. The position peaked at $9.34M in Q1 2022. 1,595 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Jeff Yass reported no remaining Schwab US Large- Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Jeff Yass sold 16,478 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $471K.
  • Jeff Yass first reported a position in Schwab US Large- Cap ETF in Q4 2013 and held it in 35 quarters.
  • Jeff Yass's Schwab US Large- Cap ETF position peaked at $9.34M in Q1 2022.
  • 1,595 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.