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Disclosery

JMG Financial Group, Ltd.: SCHG position timeline

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

JMG Financial Group, Ltd. held 262,207 SCHG 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 262,207 shares
    Change vs previous 13F +7,386 shares

    0.21% of the 13F portfolio, value $8,873,086.

    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 254,821 shares
    Change vs previous 13F -5,061 shares

    0.2% of the 13F portfolio, value $7,422,948.

    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 259,882 shares
    Change vs previous 13F -4,879 shares

    0.24% of the 13F portfolio, value $8,477,347.

    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 264,761 shares
    Change vs previous 13F +62 shares

    0.24% of the 13F portfolio, value $8,448,523.

    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 264,699 shares
    Change vs previous 13F -5,626 shares

    0.23% of the 13F portfolio, value $7,731,868.

    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 270,325 shares
    Change vs previous 13F -1,934 shares

    0.23% of the 13F portfolio, value $6,768,929.

    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 272,259 shares
    Change vs previous 13F +207,028 shares

    0.26% of the 13F portfolio, value $7,587,849.

    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 65,231 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $6,795,815.

    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).