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Schwab Strategic Tr us reit etf shares owned by JMG Financial Group

Quarter-by-quarter ownership of Schwab Strategic Tr us reit etf (SCHH) shares owned by JMG Financial Group from 13F filings

Historical chart of JMG Financial Group investment in Schwab Strategic Tr us reit etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us reit etf held by JMG Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us reit etf by JMG Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.6M 129k 20.30
2023-12-31 $2.5M 119k 20.71
2023-09-30 $2.4M 136k 17.75
2023-06-30 $4.4M 225k 19.53
2023-03-31 $4.9M 251k 19.50
2022-12-31 $4.8M 251k 19.29
2022-09-30 $4.2M 223k 18.69
2022-06-30 $5.7M 269k 21.09
2022-03-31 $4.8M 194k 24.89
2021-12-31 $5.1M 98k 52.69
2021-09-30 $4.5M 99k 45.68
2021-06-30 $4.5M 99k 45.79
2021-03-31 $4.0M 98k 41.09
2020-12-31 $3.9M 104k 37.97
2020-09-30 $3.9M 110k 35.37
2020-06-30 $4.2M 118k 35.22
2020-03-31 $4.3M 132k 32.74
2019-12-31 $7.3M 159k 45.96
2019-09-30 $7.3M 155k 47.17
2019-06-30 $7.1M 161k 44.44
2019-03-31 $7.0M 158k 44.43
2018-12-31 $6.0M 157k 38.51
2018-09-30 $5.8M 140k 41.73
2018-06-30 $6.0M 145k 41.78
2018-03-31 $5.4M 141k 38.25
2017-12-31 $5.3M 128k 41.62
2017-09-30 $4.8M 117k 41.13
2017-06-30 $4.3M 106k 41.21
2017-03-31 $4.1M 100k 40.78
2016-12-31 $3.8M 92k 41.04
2016-09-30 $4.1M 96k 42.65
2016-06-30 $4.0M 93k 43.44
2016-03-31 $3.7M 89k 41.40
2015-12-31 $3.8M 95k 39.64
2015-09-30 $3.4M 92k 37.19
2015-06-30 $3.3M 91k 36.32
2015-03-31 $3.6M 89k 40.55
2014-12-31 $4.0M 102k 38.95
2014-09-30 $3.4M 100k 34.06
2014-06-30 $2.8M 80k 35.37
2014-03-31 $1.4M 43k 33.11
2013-12-31 $663k 22k 30.24

More positions owned by JMG Financial Group

Vanguard S&p 500 Etf idx (VOO)
Vanguard Mid-Cap ETF (VO)
Vanguard Europe Pacific ETF (VEA)
Schwab Strategic Tr us lrg cap etf (SCHX)
Spdr S&p 500 Etf (SPY)
Dimensional Etf Trust (DFSV)
Vanguard Emerging Markets ETF (VWO)
iShares Russell Midcap Index Fund (IWR)
Sch Us Mid-cap Etf etf (SCHM)
Schwab International Equity ETF (SCHF)
Dimensional Etf Trust (DFGR)
Dimensional International Core Equity 2 ETF (DFIC)
Vanguard Small-Cap Value ETF (VBR)
Vanguard Total Stock Market ETF (VTI)
Vanguard Large-Cap ETF (VV)

View all positions for JMG Financial Group

Top funds holding Schwab Strategic Tr us reit etf

Charles Schwab Investment Advisory
Creative Planning
Us Bancorp
Charles Schwab Investment Management
Envestnet Portfolio Solutions
HPM Partners
Huntington Asset Advisors
Moneta Group Investment Advisors
Moisand Fitzgerald Tamayo
Pnc Financial Services
Charles Schwab Trust
Apollon Wealth Management
M^T Bank Corporation
Foster & Motley
Benjamin F. Edwards & Company

View all funds holding Schwab Strategic Tr us reit etf