JDM Financial Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$11.1K | 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 | +$13.2K | 0.01% | 118 |
|