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JDM Financial Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

JDM Financial Group’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$38.6K Hold
1,069
– – 0.01% 120
2026
Q1 		$31.1K Hold
1,069
– – 0.01% 125
2025
Q4 		$30.4K Hold
1,069
– – 0.01% 124
2025
Q3 		$29.8K Sell
1,069
-60
-5% -$1.6K 0.01% 119
2025
Q2 		$28.6K Hold
1,129
– – 0.01% 115
2025
Q1 		$26.5K Hold
1,129
– – 0.01% 116
2024
Q4 		$29.2K Buy
1,129
+629
+126% +$16.7K 0.02% 112
2024
Q3 		$12.9K Hold
500
– – 0.01% 155
2024
Q2 		$11.9K Sell
500
-122
-20% -$2.89K 0.01% 140
2024
Q1 		$15.3K Buy
622
+122
+24% +$2.86K 0.01% 118
2023
Q4 		$11.8K Hold
500
– – 0.01% 124
2023
Q3 		$10.4K Hold
500
– – 0.01% 123
2023
Q2 		$10.9K Hold
500
– – 0.01% 125
2023
Q1 		$10.5K Buy
500
+92
+23% +$1.98K 0.01% 133
2022
Q4 		$8.26K Buy
+408
New +$8.36K 0.01% 144

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

JDM Financial Group's SCHA Position: Q2 2026 in Review

JDM Financial Group held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 1,069 shares worth $38.6K. The position accounts for 0.01% of the portfolio, ranked #120.

JDM Financial Group first reported a position in SCHA in Q4 2022 and has held it in 15 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • JDM Financial Group held 1,069 shares of Schwab U.S Small- Cap ETF worth $38.6K as of Q2 2026.
  • JDM Financial Group left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 0.01% of JDM Financial Group's portfolio in Q2 2026, its #120 holding.
  • JDM Financial Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.