JDM Financial Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

JDM Financial Group’s Portfolio SCHG Stock Details SCHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17.3K	Hold	512	–	–	0.01%	173
2026 Q1	$14.9K	Hold	512	–	–	0.01%	161
2025 Q4	$16.7K	Hold	512	–	–	0.01%	150
2025 Q3	$16.3K	Hold	512	–	–	0.01%	152
2025 Q2	$15K	Hold	512	–	–	0.01%	148
2025 Q1	$12.8K	Hold	512	–	–	0.01%	152
2024 Q4	$14.3K	Hold	512	–	–	0.01%	147
2024 Q3	$13.3K	Hold	512	–	–	0.01%	150
2024 Q2	$12.9K	Sell	512 -440	-46%	-$10.4K	0.01%	134
2024 Q1	$22.1K	Hold	952	–	–	0.02%	100
2023 Q4	$19.7K	Hold	952	–	–	0.02%	99
2023 Q3	$17.3K	Hold	952	–	–	0.02%	101
2023 Q2	$17.8K	Hold	952	–	–	0.02%	102
2023 Q1	$15.5K	Hold	952	–	–	0.01%	113
2022 Q4	$13.2K	Buy	+952	New	+$13.7K	0.01%	118

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

JDM Financial Group held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 512 shares worth $17.3K. The position accounts for 0.01% of the portfolio, ranked #173.

JDM Financial Group first reported a position in SCHG in Q4 2022 and has held it in 15 quarters since. The position peaked at $22.1K in Q1 2024. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

JDM Financial Group held 512 shares of Schwab US Large-Cap Growth ETF worth $17.3K as of Q2 2026.
JDM Financial Group left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.01% of JDM Financial Group's portfolio in Q2 2026, its #173 holding.
JDM Financial Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
JDM Financial Group's Schwab US Large-Cap Growth ETF position peaked at $22.1K in Q1 2024.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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