Jmg Financial Group, Ltd. Schwab Strategic U.S. Reit ETF Transaction History
Jmg Financial Group, Ltd.
- $2.56 Billion
- Q1 2024
A detailed history of Jmg Financial Group, Ltd. transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Jmg Financial Group, Ltd. holds 129,367 shares of SCHH stock, worth $2.57 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
129,367
Previous 119,125
8.6%
Holding current value
$2.57 Million
Previous $2.47 Million
6.45%
% of portfolio
0.1%
Previous 0.11%
Shares
27 transactions
Others Institutions Holding SCHH
# of Institutions
505Shares Held
248MCall Options Held
36KPut Options Held
1.6K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA53.9MShares$1.07 Billion1.5% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA50.7MShares$1.01 Billion2.32% of portfolio
-
Creative Planning Overland Park, KS28.5MShares$565 Million0.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA27.3MShares$543 Million0.13% of portfolio
-
Us Bancorp \De\26.1MShares$518 Million0.74% of portfolio