Jmg Financial Group, Ltd. Schwab Strategic Tr Us Emergin 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 Emergin stock. As of the latest transaction made, Jmg Financial Group, Ltd. holds 931,405 shares of SCHE stock, worth $27 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
931,405
Previous 886,304
5.09%
Holding current value
$27 Million
Previous $23.5 Million
15.45%
% of portfolio
0.96%
Previous 0.91%
Shares
29 transactions
Others Institutions Holding SCHE
# of Institutions
770Shares Held
236MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.87 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS21.2MShares$614 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$567 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$210 Million0.3% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.21MShares$92.9 Million3.96% of portfolio