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

Jdm Financial Group LLC

$184 Billion
Q3 2024

A detailed history of Jdm Financial Group LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Jdm Financial Group LLC holds 5,239 shares of SCHX stock, worth $122,592. This represents 0.19% of its overall portfolio holdings.

Number of Shares

5,239

Previous 8,646 39.41%

Holding current value

$122,592

Previous $555 Million 36.01%

% of portfolio

0.19%

Previous 0.38%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 15, 2024	SELL	$61.11 - $67.85 $208,201 - $231,164	-3,407 Reduced 39.41%	5,239 $355 Million
Q1 2024 May 08, 2024	BUY	$55.41 - $62.08 $1,385 - $1,552	25 Added 0.29%	8,646 $537 Million
Q4 2023 Feb 02, 2024	BUY	$48.47 - $56.6 $29,566 - $34,526	610 Added 7.61%	8,621 $486 Million
Q3 2023 Nov 15, 2023	SELL	$50.36 - $54.21 $22,208 - $23,906	-441 Reduced 5.22%	8,011 $405 Million
Q2 2023 Aug 04, 2023	BUY	$47.67 - $52.37 $238 - $261	5 Added 0.06%	8,452 $443 Million
Q1 2023 May 08, 2023	BUY	$44.78 - $49.41 $223 - $247	5 Added 0.06%	8,447 $409 Million
Q4 2022 Jan 10, 2023	BUY	$42.25 - $48.16 $356,674 - $406,566	8,442 New	8,442 $381,000

Others Institutions Holding SCHX

# of Institutions

1,353

Shares Held

349M

Call Options Held

34.3K

Put Options Held

1.2K

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About SCHWAB STRATEGIC TR US LARGE-C

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