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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
2024-03-31 $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