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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

JDM Financial Group's SCHA Position: Q1 2026 in Review

JDM Financial Group held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q1 2026 at 1,069 shares worth $31.1K. The position accounts for 0.01% of the portfolio, ranked #125.

JDM Financial Group first reported a position in SCHA in Q4 2022 and has held it in 14 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

JDM Financial Group held 1,069 shares of Schwab U.S Small- Cap ETF worth $31.1K as of Q1 2026.
JDM Financial Group left its Schwab U.S Small- Cap ETF share count unchanged in Q1 2026.
Schwab U.S Small- Cap ETF made up 0.01% of JDM Financial Group's portfolio in Q1 2026, its #125 holding.
JDM Financial Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 14 quarters since.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.