Jones Financial Companies
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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
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 $26B AUM
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return