JDM Financial Group’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435K | Buy |
17,799
+1,997
| +13% | +$48.8K | 0.21% | 39 |
|
|
2025
Q1 | $349K | Buy |
15,802
+43
| +0.3% | +$949 | 0.18% | 42 |
|
|
2024
Q4 | $365K | Buy |
15,759
+42
| +0.3% | +$974 | 0.19% | 39 |
|
|
2024
Q3 | $355K | Sell |
15,717
-10,221
| -39% | -$231K | 0.19% | 38 |
|
|
2024
Q2 | $555K | Hold |
25,938
| – | – | 0.38% | 26 |
|
|
2024
Q1 | $537K | Buy |
25,938
+75
| +0.3% | +$1.55K | 0.39% | 24 |
|
|
2023
Q4 | $486K | Buy |
25,863
+1,830
| +8% | +$34.4K | 0.4% | 23 |
|
|
2023
Q3 | $405K | Sell |
24,033
-1,323
| -5% | -$22.3K | 0.37% | 23 |
|
|
2023
Q2 | $443K | Buy |
25,356
+15
| +0.1% | +$262 | 0.38% | 22 |
|
|
2023
Q1 | $409K | Buy |
25,341
+15
| +0.1% | +$242 | 0.38% | 21 |
|
|
2022
Q4 | $381K | Buy |
+25,326
| New | +$381K | 0.36% | 23 |
|