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Schwab Strategic Tr us dividend eq shares owned by JMG Financial Group

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by JMG Financial Group from 13F filings

Historical chart of JMG Financial Group investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq 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 dividend eq by JMG Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 16k 80.63
2023-12-31 $1.4M 19k 76.13
2023-09-30 $1.0M 15k 70.76
2023-06-30 $1.0M 14k 72.59
2023-03-31 $1.0M 14k 73.16
2022-12-31 $1.0M 13k 75.58
2022-09-30 $847k 13k 66.43
2022-06-30 $913k 13k 71.62