Schwab Strategic Tr 0 shares owned by JMG Financial Group
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by JMG Financial Group
from 13F filings
Historical chart of JMG Financial Group investment in Schwab Strategic Tr 0
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Quarterly reported holdings in Schwab Strategic Tr 0 by JMG Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.7M | 52k | 52.16 |
| 2023-12-31 | $2.5M | 48k | 52.20 |
| 2023-09-30 | $1.9M | 37k | 50.49 |
| 2023-06-30 | $2.6M | 50k | 52.42 |
| 2023-03-31 | $2.7M | 50k | 53.61 |
| 2022-12-31 | $3.1M | 60k | 51.79 |
| 2022-09-30 | $4.6M | 89k | 51.80 |
| 2022-06-30 | $4.8M | 85k | 55.80 |
| 2022-03-31 | $5.1M | 84k | 60.71 |
| 2021-12-31 | $5.3M | 84k | 62.89 |
| 2021-09-30 | $5.2M | 83k | 62.58 |
| 2021-06-30 | $5.1M | 81k | 62.51 |
| 2021-03-31 | $5.4M | 88k | 61.16 |
| 2020-12-31 | $5.4M | 86k | 62.08 |
| 2020-09-30 | $5.0M | 81k | 61.63 |
| 2020-06-30 | $4.8M | 80k | 60.03 |
| 2020-03-31 | $4.6M | 80k | 57.51 |
| 2019-12-31 | $4.3M | 77k | 56.63 |
| 2019-09-30 | $4.4M | 77k | 56.76 |
| 2019-06-30 | $4.4M | 79k | 56.31 |
| 2019-03-31 | $4.5M | 81k | 55.00 |
| 2018-12-31 | $4.4M | 82k | 53.25 |
| 2018-09-30 | $377k | 7.0k | 53.98 |
| 2018-06-30 | $236k | 4.3k | 54.79 |
| 2018-03-31 | $234k | 4.3k | 54.84 |
| 2017-12-31 | $236k | 4.3k | 55.53 |
| 2017-03-31 | $211k | 3.8k | 55.57 |