JDM Financial Group »

Schwab U S Large Cap Growth ETF shares owned by JDM Financial Group

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by JDM Financial Group from 13F filings

Historical chart of JDM Financial Group investment in Schwab U S Large Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF held by JDM Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Large Cap Growth ETF by JDM Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $13k 128 104.18
2024-03-31 $22k 238 92.72
2023-12-31 $20k 238 82.96
2023-09-30 $17k 238 72.72
2023-06-30 $18k 238 74.95
2023-03-31 $16k 238 65.17
2022-12-31 $13k 238 55.56

More positions owned by JDM Financial Group

Vanguard S&p 500 Etf Etf (VOO)
Bny Mellon Us Large Cap Core Equity Etf Etf (BKLC)
Bondbloxx Bloomberg Six Month Target Duration Us Treasury Etf Etf (XHLF)
Ishares S&p 500 Index Etf (IVV)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Vanguard Mid Cap Etf (VO)
Vanguard Small-cap Etf Etf (VB)
Spdr Portfolio Emerging Markets Etf Etf (SPEM)
Vanguard Reit Index Etf Etf (VNQ)
Spdr S&p 500 Etf Trust Etf (SPY)
Apple Stock (AAPL)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Vanguard Ftse Developed Markets Etf Etf (VEA)

View all positions for JDM Financial Group

Top funds holding Schwab U S Large Cap Growth ETF

Financial Engines Advisors L.L.C
Envestnet Asset Management
Mather Group
Sei Investments
Moneta Group Investment Advisors
Honkamp Krueger Financial Services
LPL Financial
Mariner Wealth Advisors
Advisor Group Holdings
Raymond James Financial Services Advisors
Fund Evaluation Group
Morgan Stanley
Resources Investment Advisors
Northwestern Mutual Wealth Management Company
McAdam

View all funds holding Schwab U S Large Cap Growth ETF