Jones Financial Companies’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $86.3M | Buy |
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|
2025
Q3 | $78.4M | Buy |
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|
2025
Q2 | $67M | Buy |
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|
2025
Q1 | $57.4M | Buy |
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|
2024
Q4 | $39.8M | Buy |
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|
2024
Q3 | $21.4M | Buy |
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|
2024
Q2 | $8.26M | Buy |
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|
2024
Q1 | $615K | Buy |
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|
2023
Q4 | $42.6K | Sell |
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|
2023
Q3 | $67.4K | Sell |
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|
2023
Q2 | $268K | Buy |
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