Jones Financial Companies’s Schwab US Broad Market ETF SCHB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$84.2M	Buy	2,970,765 +331,669	+13%	+$9.29M	0.03%	278
2026 Q1	$64.7M	Buy	2,639,096 +243,463	+10%	+$6.39M	0.03%	291
2025 Q4	$62.8M	Buy	2,395,633 +108,939	+5%	+$2.84M	0.04%	152
2025 Q3	$58.4M	Buy	2,286,694 +173,119	+8%	+$4.29M	0.04%	143
2025 Q2	$50.1M	Buy	2,113,575 +1,474,120	+231%	+$32.5M	0.04%	145
2025 Q1	$13.7M	Buy	639,455 +282,052	+79%	+$6.42M	0.01%	268
2024 Q4	$8.11M	Buy	357,403 +154,846	+76%	+$3.54M	0.01%	295
2024 Q3	$4.47M	Buy	202,557 +50,712	+33%	+$1.08M	﹤0.01%	309
2024 Q2	$3.18M	Buy	151,845 +62,637	+70%	+$1.27M	﹤0.01%	257
2024 Q1	$1.82M	Buy	89,208 +4,794	+6%	+$92.8K	﹤0.01%	202
2023 Q4	$1.57M	Buy	84,414 +7,098	+9%	+$123K	﹤0.01%	181
2023 Q3	$1.28M	Buy	77,316 +11,418	+17%	+$198K	﹤0.01%	174
2023 Q2	$1.14M	Buy	65,898 +12,582	+24%	+$205K	﹤0.01%	181
2023 Q1	$850K	Buy	53,316 +2,481	+5%	+$38.8K	﹤0.01%	185
2022 Q4	$759K	Buy	+50,835	New	+$764K	﹤0.01%	191
2022 Q3	–	Sell	-3,723	Closed	-$55K	–	710
2022 Q2	$55K	Buy	+3,723	New	+$59.8K	﹤0.01%	329

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Jones Financial Companies increased its Schwab US Broad Market ETF (SCHB) stake by 13% in Q2 2026, buying an estimated $9.29M and bringing the position to 2,970,765 shares worth $84.2M. The position accounts for 0.03% of the portfolio, ranked #278.

Jones Financial Companies first reported a position in SCHB in Q2 2022 and has held it in 16 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Jones Financial Companies held 2,970,765 shares of Schwab US Broad Market ETF worth $84.2M as of Q2 2026.
Jones Financial Companies bought 331,669 Schwab US Broad Market ETF shares in Q2 2026, an estimated $9.29M.
Schwab US Broad Market ETF made up 0.03% of Jones Financial Companies's portfolio in Q2 2026, its #278 holding.
Jones Financial Companies first reported a position in Schwab US Broad Market ETF in Q2 2022 and has held it in 16 quarters since.
1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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