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 $2.6 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
117,515
Previous 118,566
0.89%
Holding current value
$2.6 Million
Previous $7.45 Million
4.87%
% of portfolio
0.28%
Previous 0.29%
Shares
29 transactions
Others Institutions Holding SCHB
# of Institutions
1,161Shares Held
168MCall Options Held
197KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$468 Million4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$136 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$104 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$86.1 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$84.6 Million18.64% of portfolio