Jones Financial Companies

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 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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return