Jdm Financial Group LLC Schwab Strategic Tr Us Small C Transaction History

Jdm Financial Group LLC

  • $192 Billion
  • Q4 2024

A detailed history of Jdm Financial Group LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Jdm Financial Group LLC holds 1,129 shares of SCHA stock, worth $28,529. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,129
Previous 250 351.6%
Holding current value
$28,529
Previous $12.9 Million 126.77%
% of portfolio
0.02%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$25.33 - $51.16 $22,265 - $44,969
879 Added 351.6%
1,129 $29.2 Million
Q2 2024

Aug 13, 2024
SELL
$45.24 - $49.04 $2,759 - $2,991
-61 Reduced 19.61%
250 $11.9 Million
Q1 2024

May 08, 2024
BUY
$44.84 - $49.24 $2,735 - $3,003
61 Added 24.4%
311 $15.3 Million
Q1 2023

May 08, 2023
BUY
$39.82 - $46.36 $1,831 - $2,132
46 Added 22.55%
250 $10.5 Million
Q4 2022

Jan 10, 2023
BUY
$38.25 - $43.54 $7,803 - $8,882
204 New
204 $8,000

Others Institutions Holding SCHA

# of Institutions
1,248
Shares Held
272M
Call Options Held
66.4K
Put Options Held
2.7K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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