Jones Financial Companies’s Schwab US Dividend Equity ETF SCHD Stock Holding History

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

Jones Financial Companies increased its Schwab US Dividend Equity ETF (SCHD) stake by 28% in Q2 2026, buying an estimated $34.2M and bringing the position to 4,932,758 shares worth $158M. The position accounts for 0.06% of the portfolio, ranked #160.

Jones Financial Companies first reported a position in SCHD in Q2 2023 and has held it in 13 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

• Jones Financial Companies held 4,932,758 shares of Schwab US Dividend Equity ETF worth $158M as of Q2 2026.
• Jones Financial Companies bought 1,077,762 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $34.2M.
• Schwab US Dividend Equity ETF made up 0.06% of Jones Financial Companies's portfolio in Q2 2026, its #160 holding.
• Jones Financial Companies first reported a position in Schwab US Dividend Equity ETF in Q2 2023 and has held it in 13 quarters since.
• 2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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