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Disclosery

JDM Financial Group LLC: SCHX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JDM Financial Group LLC on SCHX, newest first. How the timeline and the estimate are built.

JDM Financial Group LLC held 6,536 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,536 shares
    Change vs previous 13F -1,223 shares

    0.07% of the 13F portfolio, value $192,360.

    13F-HR 0001960212-26-000003 filed by JDM Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,759 shares
    Change vs previous 13F +41 shares

    0.08% of the 13F portfolio, value $198,943.

    13F-HR 0001960212-26-000002 filed by JDM Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,718 shares
    Change vs previous 13F -3,937 shares

    0.08% of the 13F portfolio, value $207,705.

    13F-HR 0001960212-26-000001 filed by JDM Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 11,655 shares
    Change vs previous 13F -6,144 shares

    0.13% of the 13F portfolio, value $306,997.

    13F-HR 0001960212-25-000003 filed by JDM Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 17,799 shares
    Change vs previous 13F +1,997 shares

    0.21% of the 13F portfolio, value $435,005.

    13F-HR 0001095449-25-000060 filed by JDM Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 15,802 shares
    Change vs previous 13F +43 shares

    0.18% of the 13F portfolio, value $348,915.

    13F-HR 0001095449-25-000043 filed by JDM Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 15,759 shares
    Change vs previous 13F +10,520 shares

    0.19% of the 13F portfolio, value $365,297.

    13F-HR 0001095449-25-000009 filed by JDM Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 5,239 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $355,464.

    13F-HR 0001095449-24-000087 filed by JDM Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).