Schwab U S Broad Market ETF shares owned by JMG Financial Group
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by JMG Financial Group
from 13F filings
Historical chart of JMG Financial Group investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by JMG Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.3M | 324k | 25.71 |
| 2025-06-30 | $7.9M | 333k | 23.83 |
| 2025-03-31 | $7.3M | 340k | 21.53 |
| 2024-12-31 | $7.8M | 342k | 22.70 |
| 2024-09-30 | $7.8M | 118k | 66.52 |
| 2024-06-30 | $7.5M | 119k | 62.87 |
| 2024-03-31 | $7.4M | 121k | 61.05 |
| 2023-12-31 | $6.8M | 123k | 55.67 |
| 2023-09-30 | $5.8M | 116k | 49.85 |
| 2023-06-30 | $6.2M | 120k | 51.70 |
| 2023-03-31 | $5.8M | 121k | 47.85 |
| 2022-12-31 | $5.9M | 131k | 44.81 |
| 2022-09-30 | $5.7M | 137k | 41.99 |
| 2022-06-30 | $6.0M | 136k | 44.19 |
| 2022-03-31 | $7.4M | 139k | 53.39 |
| 2021-12-31 | $7.9M | 70k | 113.00 |
| 2021-09-30 | $7.4M | 71k | 103.86 |
| 2021-06-30 | $7.5M | 72k | 104.27 |
| 2021-03-31 | $6.9M | 72k | 96.71 |
| 2020-12-31 | $7.0M | 77k | 90.99 |
| 2020-09-30 | $6.6M | 83k | 79.64 |
| 2020-06-30 | $6.2M | 84k | 73.47 |
| 2020-03-31 | $5.3M | 88k | 60.43 |
| 2019-12-31 | $6.7M | 88k | 76.88 |
| 2019-09-30 | $6.4M | 91k | 71.02 |
| 2019-06-30 | $6.3M | 89k | 70.53 |
| 2019-03-31 | $5.8M | 86k | 68.04 |
| 2018-12-31 | $5.7M | 94k | 59.93 |
| 2018-09-30 | $4.4M | 62k | 70.39 |
| 2018-06-30 | $4.0M | 61k | 65.99 |
| 2018-03-31 | $3.4M | 53k | 63.79 |
| 2017-12-31 | $3.4M | 52k | 64.52 |
| 2017-09-30 | $3.1M | 51k | 60.92 |
| 2017-06-30 | $3.0M | 51k | 58.46 |
| 2017-03-31 | $2.7M | 48k | 57.07 |
| 2016-12-31 | $2.3M | 42k | 54.19 |
| 2016-09-30 | $2.2M | 42k | 52.31 |
| 2016-06-30 | $1.9M | 38k | 50.31 |
| 2016-03-31 | $1.8M | 36k | 49.29 |
| 2015-12-31 | $1.7M | 35k | 49.04 |
| 2015-09-30 | $1.3M | 29k | 46.39 |
| 2015-06-30 | $1.2M | 23k | 50.23 |
| 2015-03-31 | $1.0M | 20k | 50.49 |
| 2014-12-31 | $1.2M | 25k | 49.84 |
| 2014-09-30 | $912k | 19k | 47.53 |
| 2014-06-30 | $861k | 18k | 47.73 |
| 2014-03-31 | $594k | 13k | 45.74 |
| 2013-12-31 | $418k | 9.3k | 45.03 |
| 2013-09-30 | $265k | 6.4k | 41.14 |