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Disclosery

JMG Financial Group, Ltd.: SCHM position timeline

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

JMG Financial Group, Ltd. held 3,074,425 SCHM 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 3,074,425 shares
    Change vs previous 13F -5,275 shares

    2.74% of the 13F portfolio, value $113,354,067.

    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 3,079,700 shares
    Change vs previous 13F -69,132 shares

    2.62% of the 13F portfolio, value $95,347,525.

    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 3,148,832 shares
    Change vs previous 13F -88,303 shares

    2.66% of the 13F portfolio, value $94,685,384.

    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 3,237,135 shares
    Change vs previous 13F -61,062 shares

    2.73% of the 13F portfolio, value $95,948,671.

    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 3,298,197 shares
    Change vs previous 13F +423,102 shares

    2.8% of the 13F portfolio, value $92,514,419.

    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 2,875,095 shares
    Change vs previous 13F -6,676 shares

    2.54% of the 13F portfolio, value $75,327,493.

    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 2,881,771 shares
    Change vs previous 13F +1,910,992 shares

    2.72% of the 13F portfolio, value $79,853,877.

    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 970,779 shares
    Change vs previous 13F not available

    2.76% of the 13F portfolio, value $80,662,034.

    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).