Schwab U S Small Cap ETF shares owned by JMG Financial Group
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by JMG Financial Group
from 13F filings
Historical chart of JMG Financial Group investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by JMG Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.1M | 23k | 49.24 |
| 2023-12-31 | $1.1M | 23k | 47.24 |
| 2023-09-30 | $208k | 5.0k | 41.42 |
| 2023-06-30 | $220k | 5.0k | 43.81 |
| 2023-03-31 | $216k | 5.1k | 41.96 |
| 2022-12-31 | $209k | 5.1k | 40.60 |
| 2022-03-31 | $340k | 7.2k | 47.31 |
| 2021-12-31 | $426k | 4.2k | 102.40 |
| 2021-09-30 | $350k | 3.5k | 100.17 |
| 2016-03-31 | $349k | 6.7k | 52.11 |
| 2015-12-31 | $2.3M | 44k | 52.10 |
| 2015-09-30 | $2.5M | 49k | 50.80 |
| 2015-06-30 | $3.5M | 61k | 57.49 |
| 2015-03-31 | $3.3M | 57k | 57.57 |
| 2014-12-31 | $2.2M | 40k | 55.11 |
| 2014-09-30 | $1.7M | 32k | 51.40 |
| 2014-06-30 | $1.2M | 22k | 54.80 |
| 2014-03-31 | $498k | 9.3k | 53.60 |
| 2013-12-31 | $294k | 5.6k | 52.49 |
| 2013-09-30 | $203k | 4.2k | 48.28 |