Sch Fnd Us Lg Etf schwb fdt us lg shares owned by JMG Financial Group
Quarter-by-quarter ownership of Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) shares owned by JMG Financial Group
from 13F filings
Historical chart of JMG Financial Group investment in Sch Fnd Us Lg Etf schwb fdt us lg
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Quarterly reported holdings in Sch Fnd Us Lg Etf schwb fdt us lg by JMG Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $612k | 23k | 27.21 |
| 2025-09-30 | $470k | 18k | 26.30 |
| 2025-06-30 | $406k | 17k | 24.54 |
| 2025-03-31 | $437k | 19k | 23.61 |
| 2024-12-31 | $421k | 18k | 23.68 |
| 2024-09-30 | $446k | 6.2k | 71.76 |
| 2024-06-30 | $373k | 5.6k | 66.98 |
| 2024-03-31 | $376k | 5.6k | 67.39 |
| 2023-12-31 | $345k | 5.6k | 61.94 |
| 2022-03-31 | $224k | 3.8k | 58.55 |
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