Jm2 Capital Inc. Schwab Strategic Tr Us Large C Transaction History

Jm2 Capital Inc.

$124 Billion
Q4 2025

A detailed history of Jm2 Capital Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Jm2 Capital Inc. holds 112,118 shares of SCHX stock, worth $2.98 Million. This represents 2.43% of its overall portfolio holdings.

Number of Shares

112,118

Holding current value

$2.98 Million

% of portfolio

2.43%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 23, 2026	BUY	$25.85 - $27.19 $2.9 Million - $3.05 Million	112,118 New	112,118 $3.02 Billion

Others Institutions Holding SCHX

# of Institutions

1,639

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

Us Bancorp \De\

206M
Shares

$5.46 Billion
6.54% of portfolio
Creative Planning Overland Park, KS

80.7M
Shares

$2.14 Billion
1.65% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

34.8M
Shares

$923 Million
7.45% of portfolio
Hbk Sorce Advisory LLC Erie, PA

34M
Shares

$903 Million
29.65% of portfolio
Sei Investments CO Oaks, PA

31.4M
Shares

$833 Million
0.92% of portfolio

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About SCHWAB STRATEGIC TR US LARGE-C

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