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Schwab Strategic Tr us aggregate b shares owned by JMG Financial Group

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by JMG Financial Group from 13F filings

Historical chart of JMG Financial Group investment in Schwab Strategic Tr us aggregate b

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All positions including Schwab Strategic Tr us aggregate b 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 Strategic Tr us aggregate b by JMG Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $10M 219k 46.62
2023-09-30 $9.8M 221k 44.23
2023-06-30 $11M 239k 46.16
2023-03-31 $13M 269k 46.91
2022-12-31 $13M 287k 45.65
2022-09-30 $12M 272k 45.31
2022-06-30 $17M 346k 47.87
2022-03-31 $9.9M 196k 50.57
2021-12-31 $1.8M 33k 53.90
2021-09-30 $1.8M 33k 54.26
2021-06-30 $1.7M 32k 54.61
2021-03-31 $4.3M 80k 53.96
2020-12-31 $5.0M 89k 56.03
2020-09-30 $5.1M 90k 56.07
2020-06-30 $5.1M 90k 56.24
2020-03-31 $4.9M 91k 54.27
2019-12-31 $7.0M 132k 53.43
2019-09-30 $7.1M 132k 53.85
2019-06-30 $7.1M 133k 53.00
2019-03-31 $7.6M 147k 51.88
2018-12-31 $7.9M 156k 50.59
2018-09-30 $1.2M 24k 50.25
2018-06-30 $1.1M 22k 50.62
2018-03-31 $890k 17k 51.04
2017-12-31 $907k 17k 52.03
2017-09-30 $895k 17k 52.36
2017-06-30 $691k 13k 52.22
2017-03-31 $642k 12k 51.80
2016-12-31 $708k 14k 51.49
2016-09-30 $827k 15k 53.67
2016-06-30 $1.0M 19k 53.71
2016-03-31 $1.1M 20k 52.80
2015-12-31 $970k 19k 51.48
2015-09-30 $488k 9.4k 52.18
2015-06-30 $525k 10k 51.77
2015-03-31 $357k 6.7k 52.96
2014-12-31 $356k 6.8k 52.41
2014-09-30 $333k 6.4k 51.83
2014-06-30 $331k 6.4k 51.95

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

View all positions for JMG Financial Group

Top funds holding Schwab Strategic Tr us aggregate b

Charles Schwab Investment Management
HPM Partners
Jpmorgan Chase & Co
Honkamp Krueger Financial Services
Goldman Sachs Group
Rockbridge Investment Management, LCC
Wealth Enhancement Advisory Services
McAdam
Charles Schwab Trust
HighTower Advisors
Total Wealth Planning
Hengehold Capital Management
AlphaStar Capital Management
Kohmann Bosshard Financial Services
Horst & Graben Wealth Management

View all funds holding Schwab Strategic Tr us aggregate b