Jones Financial Companies’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.1M | Buy |
2,113,575
+1,474,120
| +231% | +$35M | 0.04% | 145 |
|
|
2025
Q1 | $13.7M | Buy |
639,455
+282,052
| +79% | +$6.05M | 0.01% | 268 |
|
|
2024
Q4 | $8.11M | Buy |
357,403
+289,884
| +429% | +$6.58M | 0.01% | 295 |
|
|
2024
Q3 | $4.47M | Buy |
67,519
+16,904
| +33% | +$1.12M | ﹤0.01% | 309 |
|
|
2024
Q2 | $3.18M | Buy |
50,615
+20,879
| +70% | +$1.31M | ﹤0.01% | 257 |
|
|
2024
Q1 | $1.82M | Buy |
29,736
+1,598
| +6% | +$97.6K | ﹤0.01% | 202 |
|
|
2023
Q4 | $1.57M | Buy |
28,138
+2,366
| +9% | +$132K | ﹤0.01% | 181 |
|
|
2023
Q3 | $1.28M | Buy |
25,772
+3,806
| +17% | +$190K | ﹤0.01% | 174 |
|
|
2023
Q2 | $1.14M | Buy |
21,966
+4,194
| +24% | +$217K | ﹤0.01% | 181 |
|
|
2023
Q1 | $850K | Buy |
17,772
+827
| +5% | +$39.6K | ﹤0.01% | 185 |
|
|
2022
Q4 | $759K | Buy |
+16,945
| New | +$759K | ﹤0.01% | 191 |
|
|
2022
Q3 | – | Sell |
-1,241
| Closed | -$55K | – | 710 |
|
|
2022
Q2 | $55K | Buy |
+1,241
| New | +$55K | ﹤0.01% | 329 |
|