Jones Financial Companies’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.1M | Buy |
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|
2025
Q1 | $13.7M | Buy |
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|
2024
Q4 | $8.11M | Buy |
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|
2024
Q3 | $4.47M | Buy |
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|
2024
Q2 | $3.18M | Buy |
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|
2024
Q1 | $1.82M | Buy |
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|
2023
Q4 | $1.57M | Buy |
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|
2023
Q3 | $1.28M | Buy |
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|
2023
Q2 | $1.14M | Buy |
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|
2023
Q1 | $850K | Buy |
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|
2022
Q4 | $759K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $55K | Buy |
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