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 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

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

JDM Financial Group held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2026 at 512 shares worth $14.9K. The position accounts for 0.01% of the portfolio, ranked #161.

JDM Financial Group first reported a position in SCHG in Q4 2022 and has held it in 14 quarters since. The position peaked at $22.1K in Q1 2024. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

JDM Financial Group held 512 shares of Schwab US Large-Cap Growth ETF worth $14.9K as of Q1 2026.
JDM Financial Group left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2026.
Schwab US Large-Cap Growth ETF made up 0.01% of JDM Financial Group's portfolio in Q1 2026, its #161 holding.
JDM Financial Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 14 quarters since.
JDM Financial Group's Schwab US Large-Cap Growth ETF position peaked at $22.1K in Q1 2024.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

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