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JFGLC
Johnson Financial Group LLC (Colorado)’s
Schwab U.S Small- Cap ETF
SCHA
Stock Holding History
Johnson Financial Group LLC (Colorado)’s Portfolio
SCHA Stock Details
SCHA Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$295K
Buy
2025
Q4
$245K
Buy
2022
Q4
–
Sell
2022
Q3
$8.87M
Buy
2022
Q2
$612K
Buy
2022
Q1
–
Sell
2021
Q4
$2.06M
Buy
2019
Q1
–
Sell
2018
Q4
$1.75M
Buy
Sign up
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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