Jones Financial Companies’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Jones Financial Companies’s Portfolio SCHE Stock Details SCHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$84.1M	Buy	2,351,762 +245,041	+12%	+$8.75M	0.03%	280
2026 Q1	$68.1M	Buy	2,106,721 +444,964	+27%	+$15.2M	0.03%	276
2025 Q4	$54.4M	Buy	1,661,757 +372,662	+29%	+$12.4M	0.03%	172
2025 Q3	$42.8M	Buy	1,289,095 +79,274	+7%	+$2.5M	0.03%	175
2025 Q2	$36.5M	Buy	1,209,821 +25,791	+2%	+$730K	0.03%	174
2025 Q1	$32.7M	Buy	1,184,030 +27,298	+2%	+$747K	0.03%	155
2024 Q4	$30.8M	Buy	1,156,732 +89,975	+8%	+$2.54M	0.03%	129
2024 Q3	$31.2M	Buy	1,066,757 +9,844	+0.9%	+$266K	0.03%	100
2024 Q2	$28.1M	Buy	1,056,913 +3,839	+0.4%	+$100K	0.03%	80
2024 Q1	$26.6M	Sell	1,053,074 -33,350	-3%	-$820K	0.04%	69
2023 Q4	$26.9M	Sell	1,086,424 -12,193	-1%	-$293K	0.04%	62
2023 Q3	$26.3M	Sell	1,098,617 -37,596	-3%	-$931K	0.04%	60
2023 Q2	$28M	Sell	1,136,213 -84,815	-7%	-$2.07M	0.04%	57
2023 Q1	$29.9M	Sell	1,221,028 -85,202	-7%	-$2.11M	0.05%	55
2022 Q4	$30.9M	Buy	1,306,230 +956,893	+274%	+$22.3M	0.05%	51
2022 Q3	$7.83M	Buy	349,337 +118,109	+51%	+$2.92M	0.01%	92
2022 Q2	$5.87M	Buy	231,228 +17,030	+8%	+$445K	0.01%	111
2022 Q1	$5.95M	Sell	214,198 -8,523	-4%	-$247K	0.01%	112
2021 Q4	$6.6M	Buy	222,721 +49,817	+29%	+$1.52M	0.01%	108
2021 Q3	$5.27M	Buy	172,904 +39,138	+29%	+$1.22M	0.01%	112
2021 Q2	$4.4M	Sell	133,766 -10,871	-8%	-$353K	0.01%	119
2021 Q1	$4.6M	Sell	144,637 -2,908	-2%	-$94.7K	0.01%	118
2020 Q4	$4.52M	Sell	147,545 -1,019	-0.7%	-$29.5K	0.01%	117
2020 Q3	$3.98M	Sell	148,564 -5,255	-3%	-$140K	0.01%	117
2020 Q2	$3.75M	Sell	153,819 -49,631	-24%	-$1.13M	0.01%	116
2020 Q1	$4.21M	Buy	203,450 +163,077	+404%	+$4.08M	0.01%	112
2019 Q4	$1.1M	Sell	40,373 -14,945	-27%	-$394K	﹤0.01%	143
2019 Q3	$1.39M	Buy	55,318 +28,357	+105%	+$722K	﹤0.01%	138
2019 Q2	$707K	Sell	26,961 -1,637	-6%	-$42.4K	﹤0.01%	153
2019 Q1	$743K	Buy	28,598 +1,398	+5%	+$35.4K	﹤0.01%	152
2018 Q4	$640K	Buy	+27,200	New	+$659K	﹤0.01%	159

Other funds holding SCHE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

Jones Financial Companies increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 12% in Q2 2026, buying an estimated $8.75M and bringing the position to 2,351,762 shares worth $84.1M. The position accounts for 0.03% of the portfolio, ranked #280.

Jones Financial Companies first reported a position in SCHE in Q4 2018 and has held it in 31 quarters since. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Jones Financial Companies held 2,351,762 shares of Schwab Emerging Markets Equity ETF worth $84.1M as of Q2 2026.
Jones Financial Companies bought 245,041 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $8.75M.
Schwab Emerging Markets Equity ETF made up 0.03% of Jones Financial Companies's portfolio in Q2 2026, its #280 holding.
Jones Financial Companies first reported a position in Schwab Emerging Markets Equity ETF in Q4 2018 and has held it in 31 quarters since.
892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

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