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

Jmg Financial Group, Ltd.

  • $3.36 Billion
  • Q3 2025

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 8,784,010 shares of SCHX stock, worth $233 Million. This represents 6.88% of its overall portfolio holdings.

Number of Shares
8,784,010
Previous 9,081,052 3.27%
Holding current value
$233 Million
Previous $222 Million 4.25%
% of portfolio
6.88%
Previous 7.02%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$24.46 - $26.5 $7.27 Million - $7.87 Million
-297,042 Reduced 3.27%
8,784,010 $231 Million
Q2 2025

Aug 12, 2025
BUY
$19.6 - $24.44 $18.4 Million - $22.9 Million
938,740 Added 11.53%
9,081,052 $222 Million
Q1 2025

May 05, 2025
SELL
$21.75 - $24.28 $3.4 Million - $3.79 Million
-156,114 Reduced 1.88%
8,142,312 $180 Million
Q4 2024

Feb 03, 2025
BUY
$22.4 - $68.28 $123 Million - $374 Million
5,480,099 Added 194.45%
8,298,426 $192 Million
Q3 2024

Oct 22, 2024
SELL
$61.11 - $67.85 $1.79 Million - $1.99 Million
-29,273 Reduced 1.03%
2,818,327 $191 Million
Q2 2024

Jul 30, 2024
SELL
$58.7 - $64.78 $1.46 Million - $1.61 Million
-24,882 Reduced 0.87%
2,847,600 $183 Million
Q1 2024

Apr 30, 2024
SELL
$55.41 - $62.08 $1.31 Million - $1.47 Million
-23,643 Reduced 0.82%
2,872,482 $178 Million
Q4 2023

Feb 01, 2024
BUY
$48.47 - $56.6 $2.52 Million - $2.95 Million
52,038 Added 1.83%
2,896,125 $163 Million
Q3 2023

Oct 31, 2023
SELL
$50.36 - $54.21 $1.77 Million - $1.91 Million
-35,187 Reduced 1.22%
2,844,087 $144 Million
Q2 2023

Jul 25, 2023
SELL
$47.67 - $52.37 $1.32 Million - $1.45 Million
-27,762 Reduced 0.95%
2,879,274 $151 Million
Q1 2023

Apr 12, 2023
BUY
$44.78 - $49.41 $3.01 Million - $3.33 Million
67,308 Added 2.37%
2,907,036 $141 Million
Q4 2022

Jan 27, 2023
BUY
$42.25 - $48.16 $11.8 Million - $13.4 Million
278,308 Added 10.87%
2,839,728 $128 Million
Q3 2022

Oct 17, 2022
BUY
$42.35 - $51.01 $9.5 Million - $11.4 Million
224,215 Added 9.59%
2,561,420 $108 Million
Q2 2022

Jul 26, 2022
BUY
$43.35 - $54.51 $29.7 Million - $37.3 Million
684,552 Added 41.42%
2,337,205 $104 Million
Q1 2022

Apr 27, 2022
BUY
$49.51 - $57.27 $44.3 Million - $51.3 Million
895,181 Added 118.18%
1,652,653 $89 Million
Q4 2021

Jan 25, 2022
SELL
$51.9 - $57.29 $367,555 - $405,727
-7,082 Reduced 0.93%
757,472 $86.2 Million
Q3 2021

Oct 19, 2021
SELL
$51.52 - $54.94 $53,632 - $57,192
-1,041 Reduced 0.14%
764,554 $79.5 Million
Q2 2021

Jul 29, 2021
BUY
$48.62 - $52.01 $509,634 - $545,168
10,482 Added 1.39%
765,595 $79.6 Million
Q1 2021

May 05, 2021
SELL
$44.9 - $48.34 $46,022 - $49,548
-1,025 Reduced 0.14%
755,113 $72.5 Million
Q4 2020

Feb 03, 2021
SELL
$39.35 - $45.48 $397,828 - $459,802
-10,110 Reduced 1.32%
756,138 $68.8 Million
Q3 2020

Oct 23, 2020
SELL
$37.26 - $43.03 $132,123 - $152,584
-3,546 Reduced 0.46%
766,248 $61.8 Million
Q2 2020

Jul 17, 2020
BUY
$29.25 - $38.76 $226,044 - $299,537
7,728 Added 1.01%
769,794 $57 Million
Q1 2020

Apr 15, 2020
BUY
$26.61 - $40.52 $6.24 Million - $9.5 Million
234,403 Added 44.42%
762,066 $46.7 Million
Q4 2019

Jan 21, 2020
BUY
$34.42 - $38.54 $165,663 - $185,493
4,813 Added 0.92%
527,663 $40.5 Million
Q3 2019

Oct 24, 2019
BUY
$35.28 - $36.01 $345,638 - $352,789
9,797 Added 1.91%
522,850 $37.1 Million
Q2 2019

Aug 02, 2019
BUY
N/A
105,648 Added 25.93%
513,053 $36 Million
Q1 2019

May 13, 2019
SELL
N/A
-103,705 Reduced 20.29%
407,405 $27.5 Million
Q4 2018

Jan 24, 2019
BUY
N/A
121,270 Added 31.11%
511,110 $30.5 Million
Q3 2018

Nov 06, 2018
BUY
N/A
65,867 Added 20.33%
389,840 $27.1 Million
Q2 2018

Aug 02, 2018
BUY
N/A
36,976 Added 12.88%
323,973 $21.1 Million
Q1 2018

Apr 25, 2018
SELL
N/A
-3,610 Reduced 1.24%
286,997 $18.1 Million
Q4 2017

Jan 30, 2018
SELL
N/A
-5,979 Reduced 2.02%
290,607 $18.5 Million
Q3 2017

Oct 17, 2017
BUY
N/A
296,586
296,586 $17.8 Million

Others Institutions Holding SCHX

# of Institutions
1,631
Shares Held
1.14B
Call Options Held
64.2K
Put Options Held
12K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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