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Disclosery

JMG Financial Group, Ltd.: SCHZ position timeline

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

JMG Financial Group, Ltd. held 55,255 SCHZ 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 55,255 shares
    Change vs previous 13F -44,499 shares

    0.03% of the 13F portfolio, value $1,278,045.

    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 99,754 shares
    Change vs previous 13F -3,750 shares

    0.06% of the 13F portfolio, value $2,316,282.

    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 103,504 shares
    Change vs previous 13F +3,483 shares

    0.07% of the 13F portfolio, value $2,418,895.

    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 100,021 shares
    Change vs previous 13F -16,974 shares

    0.07% of the 13F portfolio, value $2,347,500.

    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 116,995 shares
    Change vs previous 13F -346 shares

    0.08% of the 13F portfolio, value $2,718,966.

    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 117,341 shares
    Change vs previous 13F -6,854 shares

    0.09% of the 13F portfolio, value $2,717,619.

    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 124,195 shares
    Change vs previous 13F +58,956 shares

    0.1% of the 13F portfolio, value $2,819,217.

    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 65,239 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,100,158.

    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).