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Schwab U S Large Cap Growth ETF shares owned by JMG Financial Group

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by JMG Financial Group from 13F filings

Historical chart of JMG Financial Group investment in Schwab U S Large Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth 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 U S Large Cap Growth ETF by JMG Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.8M 65k 104.18
2024-06-30 $6.3M 63k 100.84
2024-03-31 $6.3M 68k 92.72
2023-12-31 $5.8M 70k 82.96
2023-09-30 $4.9M 67k 72.72
2023-06-30 $5.0M 66k 74.95
2023-03-31 $2.9M 45k 65.18
2022-12-31 $2.4M 43k 55.55
2022-09-30 $2.4M 44k 55.80
2022-06-30 $2.5M 43k 58.00
2022-03-31 $1.8M 24k 74.81
2021-12-31 $1.8M 11k 163.78
2021-09-30 $1.8M 12k 148.12
2021-06-30 $1.8M 12k 145.93
2021-03-31 $1.6M 12k 129.75
2020-12-31 $1.6M 13k 128.37
2020-09-30 $1.5M 13k 115.16
2020-06-30 $1.4M 14k 101.52
2020-03-31 $1.1M 14k 79.66
2019-12-31 $1.3M 14k 92.93
2019-09-30 $1.2M 14k 84.04
2019-06-30 $1.2M 14k 83.22
2019-03-31 $1.2M 15k 79.40
2018-12-31 $1.1M 15k 68.91
2018-09-30 $1.3M 15k 81.99
2018-06-30 $1.1M 14k 75.76
2018-03-31 $1.0M 14k 71.68
2017-12-31 $997k 14k 70.69
2017-09-30 $932k 14k 66.08
2017-06-30 $1.0M 17k 63.20
2017-03-31 $999k 17k 60.48
2016-12-31 $945k 17k 55.84
2016-09-30 $948k 17k 55.46
2016-06-30 $962k 18k 52.49
2016-03-31 $1.1M 20k 52.42
2015-12-31 $1.6M 30k 52.82
2015-09-30 $1.5M 31k 49.98
2015-06-30 $1.7M 31k 53.66
2015-03-31 $1.7M 31k 53.85
2014-12-31 $1.5M 30k 51.80
2014-09-30 $873k 18k 49.19
2014-06-30 $864k 18k 48.50
2014-03-31 $230k 5.0k 46.04

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)
Dimensional Etf Trust (DFSV)
Spdr S&p 500 Etf (SPY)
Vanguard Emerging Markets ETF (VWO)
Dimensional Etf Trust (DFGR)
Schwab International Equity ETF (SCHF)
iShares Russell Midcap Index Fund (IWR)
Sch Us Mid-cap Etf etf (SCHM)
Dimensional International Core Equity 2 ETF (DFIC)
Vanguard Small-Cap Value ETF (VBR)
Vanguard Total Stock Market ETF (VTI)
Dimensional Etf Trust (DFEM)

View all positions for JMG Financial Group

Top funds holding Schwab U S Large Cap Growth ETF

Koshinski Asset Management
Mather Group
Financial Engines Advisors L.L.C
Envestnet Asset Management
Sei Investments
McAdam
Thrive Wealth Management
Moneta Group Investment Advisors
Focus Financial Network
LPL Financial
Mariner Wealth Advisors
Marquette Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
HHM Wealth Advisors

View all funds holding Schwab U S Large Cap Growth ETF