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Disclosery

JMG Financial Group, Ltd.: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JMG Financial Group, Ltd. on SCHD, newest first. How the timeline and the estimate are built.

JMG Financial Group, Ltd. held 82,640 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,640 shares
    Change vs previous 13F +6,471 shares

    0.06% of the 13F portfolio, value $2,620,517.

    13F-HR 0001314404-26-000004 filed by JMG Financial Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 76,169 shares
    Change vs previous 13F +9,205 shares

    0.06% of the 13F portfolio, value $2,336,873.

    13F-HR 0001314404-26-000003 filed by JMG Financial Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 66,964 shares
    Change vs previous 13F -2,332 shares

    0.05% of the 13F portfolio, value $1,836,818.

    13F-HR 0001314404-26-000002 filed by JMG Financial Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 69,296 shares
    Change vs previous 13F +29,227 shares

    0.05% of the 13F portfolio, value $1,891,789.

    13F-HR 0001314404-25-000008 filed by JMG Financial Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 40,069 shares
    Change vs previous 13F +3,265 shares

    0.03% of the 13F portfolio, value $1,061,828.

    13F-HR 0001314404-25-000003 filed by JMG Financial Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 36,804 shares
    Change vs previous 13F -2,032 shares

    0.03% of the 13F portfolio, value $1,029,042.

    13F-HR 0001314404-25-000002 filed by JMG Financial Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 38,836 shares
    Change vs previous 13F +25,737 shares

    0.04% of the 13F portfolio, value $1,061,008.

    13F-HR 0001314404-25-000001 filed by JMG Financial Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 13,099 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,107,264.

    13F-HR 0001314404-24-000005 filed by JMG Financial Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).