Schwab Strategic Tr cmn shares owned by JMG Financial Group
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by JMG Financial Group
from 13F filings
Historical chart of JMG Financial Group investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by JMG Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5M | 18k | 80.37 |
| 2024-06-30 | $1.4M | 19k | 74.08 |
| 2024-03-31 | $2.2M | 29k | 75.98 |
| 2023-12-31 | $1.9M | 26k | 70.10 |
| 2023-09-30 | $1.7M | 26k | 64.46 |
| 2023-06-30 | $1.7M | 26k | 67.10 |
| 2023-03-31 | $1.5M | 23k | 65.58 |
| 2022-12-31 | $1.6M | 24k | 66.00 |
| 2022-09-30 | $813k | 14k | 58.51 |
| 2022-06-30 | $861k | 14k | 62.44 |
| 2020-03-31 | $209k | 4.7k | 44.22 |