Jmg Financial Group, Ltd. Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Jmg Financial Group, Ltd. holds 2,818,327 shares of SCHX stock, worth $65.9 Million. This represents 6.76% of its overall portfolio holdings.
Number of Shares
2,818,327
Previous 2,847,600
1.03%
Holding current value
$65.9 Million
Previous $183 Million
4.52%
% of portfolio
6.76%
Previous 7.04%
Shares
29 transactions
Others Institutions Holding SCHX
# of Institutions
1,353Shares Held
349MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$653 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$599 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$482 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$326 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$289 Million1.12% of portfolio