Jones Financial Companies
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Jones Financial Companies’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Jones Financial Companies’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$21.4M Buy
2025
Q1 		$13.5M Buy
2024
Q4 		$8.4M Buy
2024
Q3 		$3.64M Buy
2024
Q2 		$1.94M Buy
2024
Q1 		$785K Buy
2023
Q4 		$214K Hold
2023
Q3 		$188K Sell
2023
Q2 		$268K Buy