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

JDM Financial Group’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$192K Sell
6,536
-1,223
-16% -$34.9K 0.07% 63
2026
Q1 		$199K Buy
7,759
+41
+0.5% +$1.1K 0.08% 60
2025
Q4 		$208K Sell
7,718
-3,937
-34% -$105K 0.08% 61
2025
Q3 		$307K Sell
11,655
-6,144
-35% -$156K 0.13% 50
2025
Q2 		$435K Buy
17,799
+1,997
+13% +$45.1K 0.21% 39
2025
Q1 		$349K Buy
15,802
+43
+0.3% +$1K 0.18% 42
2024
Q4 		$365K Buy
15,759
+42
+0.3% +$979 0.19% 39
2024
Q3 		$355K Sell
15,717
-10,221
-39% -$223K 0.19% 38
2024
Q2 		$555K Hold
25,938
– – 0.38% 26
2024
Q1 		$537K Buy
25,938
+75
+0.3% +$1.48K 0.39% 24
2023
Q4 		$486K Buy
25,863
+1,830
+8% +$32.1K 0.4% 23
2023
Q3 		$405K Sell
24,033
-1,323
-5% -$23.2K 0.37% 23
2023
Q2 		$443K Buy
25,356
+15
+0.1% +$248 0.38% 22
2023
Q1 		$409K Buy
25,341
+15
+0.1% +$236 0.38% 21
2022
Q4 		$381K Buy
+25,326
New +$383K 0.36% 23

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

JDM Financial Group's SCHX Position: Q2 2026 in Review

JDM Financial Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 16% in Q2 2026, selling an estimated $34.9K and leaving 6,536 shares worth $192K. The position accounts for 0.07% of the portfolio, ranked #63.

JDM Financial Group first reported a position in SCHX in Q4 2022 and has held it in 15 quarters since. The position peaked at $555K in Q2 2024. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • JDM Financial Group held 6,536 shares of Schwab US Large- Cap ETF worth $192K as of Q2 2026.
  • JDM Financial Group sold 1,223 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $34.9K.
  • Schwab US Large- Cap ETF made up 0.07% of JDM Financial Group's portfolio in Q2 2026, its #63 holding.
  • JDM Financial Group first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • JDM Financial Group's Schwab US Large- Cap ETF position peaked at $555K in Q2 2024.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.