Jmg Financial Group, Ltd. Schwab Strategic Tr Us Large C Transaction History

Jmg Financial Group, Ltd.

  • $2.83 Billion
  • Q4 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 51,401 shares of SCHV stock, worth $1.42 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
51,401
Previous 18,158 183.08%
Holding current value
$1.42 Million
Previous $1.46 Million 8.16%
% of portfolio
0.05%
Previous 0.05%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$25.79 - $80.4 $857,336 - $2.67 Million
33,243 Added 183.08%
51,401 $1.34 Million
Q3 2024

Oct 22, 2024
SELL
$73.43 - $80.37 $23,864 - $26,120
-325 Reduced 1.76%
18,158 $1.46 Million
Q2 2024

Jul 30, 2024
SELL
$71.74 - $75.86 $722,995 - $764,517
-10,078 Reduced 35.29%
18,483 $1.37 Million
Q1 2024

Apr 30, 2024
BUY
$68.82 - $75.98 $146,724 - $161,989
2,132 Added 8.07%
28,561 $2.17 Million
Q3 2023

Oct 31, 2023
BUY
$64.45 - $69.39 $50,335 - $54,193
781 Added 3.05%
26,429 $1.7 Million
Q2 2023

Jul 25, 2023
BUY
$63.33 - $67.21 $141,035 - $149,676
2,227 Added 9.51%
25,648 $1.72 Million
Q1 2023

Apr 12, 2023
SELL
$62.59 - $69.3 $41,872 - $46,361
-669 Reduced 2.78%
23,421 $1.54 Million
Q4 2022

Jan 27, 2023
BUY
$59.13 - $69.24 $602,830 - $705,901
10,195 Added 73.37%
24,090 $1.59 Million
Q3 2022

Oct 17, 2022
BUY
$58.51 - $69.02 $6,143 - $7,247
105 Added 0.76%
13,895 $813,000
Q2 2022

Jul 26, 2022
BUY
$60.93 - $72.3 $840,224 - $997,017
13,790 New
13,790 $861,000
Q2 2020

Jul 17, 2020
SELL
$42.21 - $55.29 $199,484 - $261,300
-4,726 Closed
0 $0
Q1 2020

Apr 15, 2020
BUY
$38.4 - $61.03 $181,478 - $288,427
4,726 New
4,726 $209,000

Others Institutions Holding SCHV

# of Institutions
884
Shares Held
322M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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