JDM Financial Group’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $307K | Sell |
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|
2025
Q2 | $435K | Buy |
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|
2025
Q1 | $349K | Buy |
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|
2024
Q4 | $365K | Buy |
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|
2024
Q3 | $355K | Sell |
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|
2024
Q2 | $555K | Hold |
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|
2024
Q1 | $537K | Buy |
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|
2023
Q4 | $486K | Buy |
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|
2023
Q3 | $405K | Sell |
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|
2023
Q2 | $443K | Buy |
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|
2023
Q1 | $409K | Buy |
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|
2022
Q4 | $381K | Buy |
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