Number of Shares
8.14 Mil
Current Holdings Value*
$179.78 Mil
% of Portfolio
6.06%
Total Estimate Gain
$-18.90 Mil
% of Total Estimate Gain
-7.73%

JMG Financial Group, Ltd.'s Schwab U.S. Large-Cap ETF Holding Summary

As of 2025-03-31, JMG Financial Group, Ltd. held 8.14 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $179.78 Mil. This investment constitutes 6.06% of their stock portfolio, and JMG Financial Group, Ltd. now holds 0.35% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.

The initial trade took place in 2015Q4. And since then JMG Financial Group, Ltd. has made 18 purchases of SCHX, at an average price of $27.63, for a total of 8.85 Mil shares. In addition, there have been 12 sales at an average price of $32.25 for 705,903.00 shares. Based on historical transaction data and SCHX's current price of $24.91, JMG Financial Group, Ltd.'s estimated gain on his SCHX holdings is $-18.90 Mil, reflecting a -7.73% gain to date.

JMG Financial Group, Ltd. SCHX ($24.91) Holding Chart

JMG Financial Group, Ltd. SCHX ($24.91) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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