JFG
SCHW icon

JDM Financial Group’s Charles Schwab SCHW Stock Holding History

JDM Financial Group’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-16
Closed -$1.25K – 304
2025
Q1 		$1.25K Hold
16
– – ﹤0.01% 262
2024
Q4 		$1.18K Hold
16
– – ﹤0.01% 283
2024
Q3 		$1.04K Buy
+16
New +$1.04K ﹤0.01% 311