JDM Financial Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $16.3K | Hold |
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2025
Q2 | $15K | Hold |
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2025
Q1 | $12.8K | Hold |
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|
2024
Q4 | $14.3K | Hold |
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|
2024
Q3 | $13.3K | Hold |
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|
2024
Q2 | $12.9K | Sell |
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|
2024
Q1 | $22.1K | Hold |
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|
2023
Q4 | $19.7K | Hold |
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|
2023
Q3 | $17.3K | Hold |
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|
2023
Q2 | $17.8K | Hold |
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|
2023
Q1 | $15.5K | Hold |
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|
2022
Q4 | $13.2K | Buy |
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