Jmg Financial Group, Ltd. Schwab Strategic Tr Us Small C Transaction History
Jmg Financial Group, Ltd.
- $2.83 Billion
- Q3 2024
A detailed history of Jmg Financial Group, Ltd. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Jmg Financial Group, Ltd. holds 22,921 shares of SCHA stock, worth $630,098. This represents 0.04% of its overall portfolio holdings.
Number of Shares
22,921
Previous 22,919
0.01%
Holding current value
$630,098
Previous $1.09 Million
8.56%
% of portfolio
0.04%
Previous 0.04%
Shares
10 transactions
Others Institutions Holding SCHA
# of Institutions
1,135Shares Held
233MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$2.39 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$607 Million0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$338 Million2.15% of portfolio
-
Personal Capital Advisors Corp10.5MShares$289 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$202 Million0.51% of portfolio