Jones Financial Companies
SCHC icon

Jones Financial Companies’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Jones Financial Companies’s Portfolio SCHC Stock Details SCHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$120M Buy
2,512,185
+909,207
+57% +$45.1M 0.05% 212
2026
Q1 		$72.8M Buy
1,602,978
+555,641
+53% +$26.9M 0.04% 260
2025
Q4 		$47.7M Buy
1,047,337
+361,221
+53% +$16.4M 0.03% 186
2025
Q3 		$31M Buy
686,116
+72,410
+12% +$3.18M 0.02% 225
2025
Q2 		$26M Buy
613,706
+155,321
+34% +$6.02M 0.02% 216
2025
Q1 		$16.5M Buy
458,385
+44,735
+11% +$1.6M 0.01% 236
2024
Q4 		$14.2M Buy
413,650
+93,313
+29% +$3.4M 0.01% 214
2024
Q3 		$12.4M Buy
320,337
+46,536
+17% +$1.71M 0.01% 185
2024
Q2 		$9.74M Buy
273,801
+17,751
+7% +$633K 0.01% 155
2024
Q1 		$9.17M Buy
256,050
+6,092
+2% +$210K 0.01% 120
2023
Q4 		$8.72M Buy
249,958
+25,019
+11% +$812K 0.01% 111
2023
Q3 		$7.25M Buy
224,939
+17,375
+8% +$589K 0.01% 109
2023
Q2 		$7.01M Sell
207,564
-2,126
-1% -$71.9K 0.01% 115
2023
Q1 		$7.07M Sell
209,690
-10,559
-5% -$352K 0.01% 114
2022
Q4 		$6.93M Buy
220,249
+166,733
+312% +$5.08M 0.01% 115
2022
Q3 		$1.49M Buy
53,516
+19,236
+56% +$606K ﹤0.01% 151
2022
Q2 		$1.08M Sell
34,280
-4,445
-11% -$154K ﹤0.01% 159
2022
Q1 		$1.47M Buy
38,725
+10,898
+39% +$417K ﹤0.01% 149
2021
Q4 		$1.14M Buy
27,827
+24,572
+755% +$1.02M ﹤0.01% 150
2021
Q3 		$135K Buy
+3,255
New +$138K ﹤0.01% 251

Other funds holding SCHC

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Jones Financial Companies increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 57% in Q2 2026, buying an estimated $45.1M and bringing the position to 2,512,185 shares worth $120M. The position accounts for 0.05% of the portfolio, ranked #212.

Jones Financial Companies first reported a position in SCHC in Q3 2021 and has held it in 20 quarters since. 520 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Jones Financial Companies held 2,512,185 shares of Schwab International Small-Cap Equity ETF worth $120M as of Q2 2026.
  • Jones Financial Companies bought 909,207 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $45.1M.
  • Schwab International Small-Cap Equity ETF made up 0.05% of Jones Financial Companies's portfolio in Q2 2026, its #212 holding.
  • Jones Financial Companies first reported a position in Schwab International Small-Cap Equity ETF in Q3 2021 and has held it in 20 quarters since.
  • 520 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

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