Jmg Financial Group, Ltd. Schwab Strategic U.S. Mid Cap Transaction History

Jmg Financial Group, Ltd.

  • $3.36 Billion
  • Q3 2025

A detailed history of Jmg Financial Group, Ltd. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Jmg Financial Group, Ltd. holds 3,237,135 shares of SCHM stock, worth $94.4 Million. This represents 2.85% of its overall portfolio holdings.

Number of Shares
3,237,135
Previous 3,298,197 1.85%
Holding current value
$94.4 Million
Previous $92.5 Million 3.71%
% of portfolio
2.85%
Previous 2.92%

Shares

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

Nov 12, 2025
SELL
$28.15 - $30.13 $1.72 Million - $1.84 Million
-61,062 Reduced 1.85%
3,237,135 $95.9 Million
Q2 2025

Aug 12, 2025
BUY
$22.92 - $28.05 $9.7 Million - $11.9 Million
423,102 Added 14.72%
3,298,197 $92.5 Million
Q1 2025

May 05, 2025
SELL
$25.58 - $29.24 $170,772 - $195,206
-6,676 Reduced 0.23%
2,875,095 $75.3 Million
Q4 2024

Feb 03, 2025
BUY
$27.54 - $83.04 $52.6 Million - $159 Million
1,910,992 Added 196.85%
2,881,771 $79.9 Million
Q3 2024

Oct 22, 2024
BUY
$75.47 - $83.18 $112,752 - $124,270
1,494 Added 0.15%
970,779 $80.7 Million
Q2 2024

Jul 30, 2024
SELL
$75.69 - $81.19 $500,689 - $537,071
-6,615 Reduced 0.68%
969,285 $75.4 Million
Q1 2024

Apr 30, 2024
SELL
$72.89 - $81.43 $2.02 Million - $2.26 Million
-27,745 Reduced 2.76%
975,900 $79.5 Million
Q4 2023

Feb 01, 2024
BUY
$63.01 - $75.95 $3.43 Million - $4.13 Million
54,379 Added 5.73%
1,003,645 $75.6 Million
Q3 2023

Oct 31, 2023
SELL
$66.75 - $73.98 $1.12 Million - $1.25 Million
-16,840 Reduced 1.74%
949,266 $64.2 Million
Q2 2023

Jul 25, 2023
SELL
$65.29 - $71.03 $2.32 Million - $2.52 Million
-35,467 Reduced 3.54%
966,106 $68.6 Million
Q1 2023

Apr 12, 2023
SELL
$64.24 - $73.9 $860,237 - $989,594
-13,391 Reduced 1.32%
1,001,573 $68 Million
Q4 2022

Jan 27, 2023
BUY
$61.05 - $69.94 $7.46 Million - $8.54 Million
122,123 Added 13.68%
1,014,964 $66.6 Million
Q3 2022

Oct 17, 2022
SELL
$60.5 - $72.51 $2.98 Million - $3.57 Million
-49,180 Reduced 5.22%
892,841 $54 Million
Q2 2022

Jul 26, 2022
SELL
$60.91 - $76.4 $5.74 Million - $7.2 Million
-94,251 Reduced 9.1%
942,021 $59.1 Million
Q1 2022

Apr 27, 2022
BUY
$70.66 - $80.89 $12.4 Million - $14.2 Million
175,433 Added 20.38%
1,036,272 $78.6 Million
Q4 2021

Jan 25, 2022
BUY
$76.01 - $83.39 $37,472 - $41,111
493 Added 0.06%
860,839 $69.2 Million
Q3 2021

Oct 19, 2021
BUY
$74.65 - $80.95 $158,258 - $171,614
2,120 Added 0.25%
860,346 $66 Million
Q2 2021

Jul 29, 2021
SELL
$74.64 - $79.12 $156,146 - $165,519
-2,092 Reduced 0.24%
858,226 $67.2 Million
Q1 2021

May 05, 2021
SELL
$67.07 - $76.85 $1.28 Million - $1.46 Million
-19,054 Reduced 2.17%
860,318 $64 Million
Q4 2020

Feb 03, 2021
SELL
$55.93 - $68.45 $1.42 Million - $1.73 Million
-25,345 Reduced 2.8%
879,372 $60 Million
Q3 2020

Oct 23, 2020
BUY
$51.99 - $58.83 $544,699 - $616,361
10,477 Added 1.17%
904,717 $50.2 Million
Q2 2020

Jul 17, 2020
BUY
$39.01 - $57.03 $933,080 - $1.36 Million
23,919 Added 2.75%
894,240 $47.1 Million
Q1 2020

Apr 15, 2020
BUY
$35.83 - $62.24 $10.2 Million - $17.7 Million
283,636 Added 48.35%
870,321 $36.7 Million
Q4 2019

Jan 21, 2020
BUY
$54.56 - $60.24 $426,386 - $470,775
7,815 Added 1.35%
586,685 $35.3 Million
Q3 2019

Oct 24, 2019
BUY
$56.23 - $57.59 $274,571 - $281,211
4,883 Added 0.85%
578,870 $32.7 Million
Q2 2019

Aug 02, 2019
BUY
N/A
92,858 Added 19.3%
573,987 $32.8 Million
Q1 2019

May 13, 2019
SELL
N/A
-145,257 Reduced 23.19%
481,129 $26.7 Million
Q4 2018

Jan 24, 2019
BUY
N/A
326,811 Added 109.09%
626,386 $30 Million
Q3 2018

Nov 06, 2018
BUY
N/A
52,612 Added 21.3%
299,575 $17.3 Million
Q2 2018

Aug 02, 2018
BUY
N/A
15,702 Added 6.79%
246,963 $13.6 Million
Q1 2018

Apr 25, 2018
BUY
N/A
1,688 Added 0.74%
231,261 $12.2 Million
Q4 2017

Jan 30, 2018
SELL
N/A
-5,099 Reduced 2.17%
229,573 $12.2 Million
Q3 2017

Oct 17, 2017
BUY
N/A
234,672
234,672 $11.8 Million

Others Institutions Holding SCHM

# of Institutions
1,061
Shares Held
281M
Call Options Held
8.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
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More about SCHM
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