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

Jdm Financial Group LLC

  • $137 Billion
  • Q1 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 311 shares of SCHA stock, worth $14,604. This represents 0.01% of its overall portfolio holdings.

Number of Shares
311
Previous 250 24.4%
Holding current value
$14,604
Previous $11.8 Million 29.67%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$39.61 - $43.54 $8,080 - $8,882
204 New
204 $8,000

Others Institutions Holding SCHA

# of Institutions
1,104
Shares Held
225M
Call Options Held
56K
Put Options Held
25.6K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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More about SCHA
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