Jmg Financial Group, Ltd. Schwab Strategic Tr Us Broad M 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 Broad M stock. As of the latest transaction made, Jmg Financial Group, Ltd. holds 117,515 shares of SCHB stock, worth $2.73 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
117,515
Previous 118,566
0.89%
Holding current value
$2.73 Million
Previous $7.45 Million
4.87%
% of portfolio
0.28%
Previous 0.29%
Shares
29 transactions
Others Institutions Holding SCHB
# of Institutions
1,179Shares Held
166MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$479 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$141 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$88.8 Million18.64% of portfolio
-
Scs Capital Management LLC Boston, MA3.78MShares$87.8 Million5.07% of portfolio
-
Milliman Financial Risk Management LLC Chicago, IL3.29MShares$76.5 Million2.16% of portfolio