Schwab Strategic Tr intrm trm shares owned by JMG Financial Group
Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by JMG Financial Group
from 13F filings
Historical chart of JMG Financial Group investment in Schwab Strategic Tr intrm trm
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Quarterly reported holdings in Schwab Strategic Tr intrm trm by JMG Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $414k | 8.3k | 49.72 |
| 2023-09-30 | $613k | 13k | 47.94 |
| 2023-06-30 | $599k | 12k | 49.27 |
| 2023-03-31 | $328k | 6.5k | 50.42 |
| 2022-12-31 | $307k | 6.2k | 49.15 |
| 2022-09-30 | $379k | 7.7k | 49.15 |
| 2022-06-30 | $398k | 7.7k | 51.61 |
| 2022-03-31 | $416k | 7.8k | 53.31 |
| 2021-12-31 | $438k | 7.8k | 56.13 |
| 2021-09-30 | $437k | 7.7k | 56.67 |
| 2021-06-30 | $439k | 7.7k | 56.93 |
| 2021-03-31 | $435k | 7.7k | 56.41 |
| 2020-12-31 | $449k | 7.7k | 58.23 |
| 2020-09-30 | $452k | 7.7k | 58.62 |
| 2020-06-30 | $481k | 8.2k | 58.75 |
| 2020-03-31 | $485k | 8.3k | 58.75 |
| 2019-12-31 | $640k | 12k | 54.90 |
| 2019-09-30 | $648k | 12k | 55.58 |
| 2019-06-30 | $641k | 12k | 54.98 |
| 2019-03-31 | $627k | 12k | 53.78 |
| 2018-12-31 | $403k | 7.6k | 52.89 |
| 2018-09-30 | $339k | 6.6k | 51.74 |
| 2018-06-30 | $318k | 6.1k | 52.37 |
| 2018-03-31 | $319k | 6.1k | 52.54 |
| 2017-12-31 | $278k | 5.2k | 53.36 |
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