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 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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

JDM Financial Group's SCHX Position: Q1 2026 in Review

JDM Financial Group increased its Schwab US Large- Cap ETF (SCHX) stake by 0.53% in Q1 2026, buying an estimated $1.1K and bringing the position to 7,759 shares worth $199K. The position accounts for 0.08% of the portfolio, ranked #60.

JDM Financial Group first reported a position in SCHX in Q4 2022 and has held it in 14 quarters since. The position peaked at $555K in Q2 2024. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

JDM Financial Group held 7,759 shares of Schwab US Large- Cap ETF worth $199K as of Q1 2026.
JDM Financial Group bought 41 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $1.1K.
Schwab US Large- Cap ETF made up 0.08% of JDM Financial Group's portfolio in Q1 2026, its #60 holding.
JDM Financial Group first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 14 quarters since.
JDM Financial Group's Schwab US Large- Cap ETF position peaked at $555K in Q2 2024.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.