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Disclosery

JMG Financial Group, Ltd.: SCHP position timeline

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

JMG Financial Group, Ltd. held 93,648 SCHP 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 93,648 shares
    Change vs previous 13F +2,628 shares

    0.06% of the 13F portfolio, value $2,481,672.

    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 91,020 shares
    Change vs previous 13F -664 shares

    0.07% of the 13F portfolio, value $2,422,042.

    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 91,684 shares
    Change vs previous 13F -23,362 shares

    0.07% of the 13F portfolio, value $2,428,709.

    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 115,046 shares
    Change vs previous 13F +3,223 shares

    0.09% of the 13F portfolio, value $3,100,490.

    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 111,823 shares
    Change vs previous 13F +4,391 shares

    0.09% of the 13F portfolio, value $2,983,438.

    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 107,432 shares
    Change vs previous 13F -8,227 shares

    0.1% of the 13F portfolio, value $2,888,846.

    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 115,659 shares
    Change vs previous 13F +58,523 shares

    0.1% of the 13F portfolio, value $2,987,472.

    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 57,136 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,064,204.

    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).