JFG
SCHV

JDM Financial Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

JDM Financial Group’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.7K Hold
483
– – 0.01% 163
2025
Q4 		$14.3K Hold
483
– – 0.01% 160
2025
Q3 		$14.1K Hold
483
– – 0.01% 167
2025
Q2 		$13.4K Hold
483
– – 0.01% 156
2025
Q1 		$12.8K Hold
483
– – 0.01% 151
2024
Q4 		$12.6K Hold
483
– – 0.01% 161
2024
Q3 		$12.9K Hold
483
– – 0.01% 152
2024
Q2 		$11.9K Hold
483
– – 0.01% 139
2024
Q1 		$12.2K Hold
483
– – 0.01% 130
2023
Q4 		$11.3K Hold
483
– – 0.01% 128
2023
Q3 		$10.4K Hold
483
– – 0.01% 122
2023
Q2 		$10.8K Hold
483
– – 0.01% 126
2023
Q1 		$10.6K Hold
483
– – 0.01% 132
2022
Q4 		$10.6K Buy
+483
New +$10.5K 0.01% 126

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