Jfg Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Jfg Wealth Management, LLC

$478 Million
Q2 2025

A detailed history of Jfg Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Jfg Wealth Management, LLC holds 151,058 shares of SCHX stock, worth $3.9 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

151,058

Previous 39,855 279.02%

Holding current value

$3.9 Million

Previous $879,000 319.91%

% of portfolio

0.77%

Previous 0.2%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$19.6 - $24.44 $2.18 Million - $2.72 Million	111,203 Added 279.02%	151,058 $3.69 Million
Q1 2025 May 12, 2025	SELL	$21.75 - $24.28 $843,943 - $942,112	-38,802 Reduced 49.33%	39,855 $879,000
Q4 2024 Feb 04, 2025	BUY	$22.4 - $68.28 $1.66 Million - $5.06 Million	74,098 Added 1625.31%	78,657 $1.82 Million
Q3 2024 Oct 30, 2024	BUY	$61.11 - $67.85 $278,600 - $309,328	4,559 New	4,559 $309,000
Q3 2022 Nov 10, 2022	BUY	$42.35 - $51.01 $41.5 Million - $50 Million	979,649 Added 2603.44%	1,017,278 $43.1 Million
Q2 2022 Aug 11, 2022	BUY	$43.35 - $54.51 $1.63 Million - $2.05 Million	37,629 New	37,629 $1.68 Million
Q1 2019 May 14, 2019	SELL	N/A	-64,539 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	64,539 New	64,539 $3.85 Million

Others Institutions Holding SCHX

# of Institutions

1,567

Shares Held

1.13B

Call Options Held

68.6K

Put Options Held

200

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About SCHWAB STRATEGIC TR US LARGE-C

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Jfg Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History