JWM
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JFG Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

JFG Wealth Management’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
2025
Q3 		$3.98M Hold
151,058
– – 0.78% 12
2025
Q2 		$3.69M Buy
151,058
+111,203
+279% +$2.51M 0.77% 12
2025
Q1 		$880K Sell
39,855
-38,802
-49% -$903K 0.2% 34
2024
Q4 		$1.82M Buy
78,657
+64,980
+475% +$1.51M 0.42% 25
2024
Q3 		$309K Buy
+13,677
New +$298K 0.08% 59
2022
Q4 		– Sell
-3,051,834
Closed -$43.1M – 46
2022
Q3 		$43.1M Buy
3,051,834
+2,938,947
+2,603% +$46.1M 14.45% 3
2022
Q2 		$1.68M Buy
+112,887
New +$1.83M 0.61% 12
2019
Q1 		– Sell
-387,234
Closed -$3.85M – 24
2018
Q4 		$3.85M Buy
+387,234
New +$4.16M 3.46% 5

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MGIA
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HSA
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Northwestern Mutual Wealth Management
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SFG
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return