JMG Financial Group, Ltd. SCHX Holdings History
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 $25.12, JMG Financial Group, Ltd.'s estimated gain on his SCHX holdings is $-17.19 Mil, reflecting a -7.03% gain to date.
JMG Financial Group, Ltd. SCHX ($25.12) Holding Chart
JMG Financial Group, Ltd. SCHX ($25.12) 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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