JFG
SCHW

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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-16
Closed -$1.25K – 301
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 +$1.05K ﹤0.01% 311

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JDM Financial Group's SCHW Position: Q2 2025 in Review

JDM Financial Group sold out of Charles Schwab (SCHW) in Q2 2025, closing a stake of 16 shares — an estimated $1.25K sold.

JDM Financial Group first reported a position in SCHW in Q3 2024 and held it in 3 quarters. The position peaked at $1.25K in Q1 2025. 2,139 funds tracked by Wall St. Rank hold SCHW as of Q2 2025.

  • JDM Financial Group reported no remaining Charles Schwab position as of Q2 2025 after selling out during the quarter.
  • JDM Financial Group sold 16 Charles Schwab shares in Q2 2025, an estimated $1.25K.
  • JDM Financial Group first reported a position in Charles Schwab in Q3 2024 and held it in 3 quarters.
  • JDM Financial Group's Charles Schwab position peaked at $1.25K in Q1 2025.
  • 2,139 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2025.

Based on JDM Financial Group's 13F filing for Q2 2025, filed 4 Aug 2025.