Schwab U S Small Cap ETF shares owned by JDM Financial Group
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by JDM Financial Group
from 13F filings
Historical chart of JDM Financial Group investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by JDM Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $30k | 1.1k | 27.90 |
| 2025-06-30 | $29k | 1.1k | 25.30 |
| 2025-03-31 | $27k | 1.1k | 23.43 |
| 2024-12-31 | $29k | 1.1k | 25.86 |
| 2024-09-30 | $13k | 250 | 51.50 |
| 2024-03-31 | $15k | 311 | 49.24 |
| 2023-12-31 | $12k | 250 | 47.24 |
| 2023-09-30 | $10k | 250 | 41.42 |
| 2023-06-30 | $11k | 250 | 43.80 |
| 2023-03-31 | $11k | 250 | 41.93 |
| 2022-12-31 | $8.3k | 204 | 40.51 |