Jones Financial Companies’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Jones Financial Companies’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$75.2M	Buy	2,113,728 +244,123	+13%	+$8.07M	0.03%	307
2026 Q1	$53.4M	Buy	1,869,605 +397,866	+27%	+$11.9M	0.03%	327
2025 Q4	$41.9M	Buy	1,471,739 +141,388	+11%	+$3.99M	0.03%	203
2025 Q3	$37.1M	Buy	1,330,351 +116,442	+10%	+$3.11M	0.03%	201
2025 Q2	$30.7M	Buy	1,213,909 +228,911	+23%	+$5.41M	0.02%	199
2025 Q1	$23.1M	Buy	984,998 +186,768	+23%	+$4.76M	0.02%	190
2024 Q4	$20.6M	Buy	798,230 +106,682	+15%	+$2.84M	0.02%	172
2024 Q3	$17.8M	Buy	691,548 +31,952	+5%	+$793K	0.02%	148
2024 Q2	$15.6M	Buy	659,596 +177,994	+37%	+$4.22M	0.02%	113
2024 Q1	$11.9M	Buy	481,602 +104,842	+28%	+$2.46M	0.02%	107
2023 Q4	$8.9M	Buy	376,760 +28,654	+8%	+$604K	0.01%	109
2023 Q3	$7.21M	Sell	348,106 -16,008	-4%	-$351K	0.01%	110
2023 Q2	$7.97M	Buy	364,114 +14,508	+4%	+$302K	0.01%	109
2023 Q1	$7.33M	Buy	349,606 +2,608	+0.8%	+$56.1K	0.01%	111
2022 Q4	$7.03M	Buy	346,998 +5,278	+2%	+$108K	0.01%	114
2022 Q3	$6.46M	Buy	341,720 +18,058	+6%	+$378K	0.01%	105
2022 Q2	$6.32M	Sell	323,662 -5,716	-2%	-$122K	0.01%	106
2022 Q1	$7.8M	Sell	329,378 -966	-0.3%	-$22.8K	0.01%	105
2021 Q4	$8.46M	Buy	330,344 +2,368	+0.7%	+$61.3K	0.01%	103
2021 Q3	$8.21M	Sell	327,976 -16,396	-5%	-$416K	0.01%	99
2021 Q2	$8.97M	Sell	344,372 -20,064	-6%	-$513K	0.01%	99
2021 Q1	$9.08M	Sell	364,436 -9,060	-2%	-$223K	0.02%	97
2020 Q4	$8.31M	Sell	373,496 -22,832	-6%	-$455K	0.02%	97
2020 Q3	$6.77M	Sell	396,328 -39,392	-9%	-$678K	0.01%	104
2020 Q2	$7.12M	Sell	435,720 -216,084	-33%	-$3.24M	0.02%	99
2020 Q1	$8.39M	Buy	651,804 +560,940	+617%	+$9.53M	0.02%	89
2019 Q4	$1.72M	Buy	90,864 +59,784	+192%	+$1.08M	﹤0.01%	131
2019 Q3	$542K	Sell	31,080 -7,112	-19%	-$126K	﹤0.01%	160
2019 Q2	$682K	Hold	38,192	–	–	﹤0.01%	155
2019 Q1	$668K	Sell	38,192 -2,228	-6%	-$38.1K	﹤0.01%	155
2018 Q4	$613K	Buy	+40,420	New	+$683K	﹤0.01%	160

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Jones Financial Companies's SCHA Position: Q2 2026 in Review

Jones Financial Companies increased its Schwab U.S Small- Cap ETF (SCHA) stake by 13% in Q2 2026, buying an estimated $8.07M and bringing the position to 2,113,728 shares worth $75.2M. The position accounts for 0.03% of the portfolio, ranked #307.

Jones Financial Companies first reported a position in SCHA in Q4 2018 and has held it in 31 quarters since. 1,341 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Jones Financial Companies held 2,113,728 shares of Schwab U.S Small- Cap ETF worth $75.2M as of Q2 2026.
Jones Financial Companies bought 244,123 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $8.07M.
Schwab U.S Small- Cap ETF made up 0.03% of Jones Financial Companies's portfolio in Q2 2026, its #307 holding.
Jones Financial Companies first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and has held it in 31 quarters since.
1,341 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.