Jones Financial Companies’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.4M | Buy |
737,098
+195,832
| +36% | +$5.68M | 0.02% | 247 |
|
|
2025
Q1 | $13.5M | Buy |
541,266
+239,973
| +80% | +$6M | 0.01% | 270 |
|
|
2024
Q4 | $8.4M | Buy |
301,293
+266,200
| +759% | +$7.42M | 0.01% | 287 |
|
|
2024
Q3 | $3.64M | Buy |
35,093
+15,866
| +83% | +$1.64M | ﹤0.01% | 335 |
|
|
2024
Q2 | $1.94M | Buy |
19,227
+10,760
| +127% | +$1.09M | ﹤0.01% | 317 |
|
|
2024
Q1 | $785K | Buy |
8,467
+5,885
| +228% | +$546K | ﹤0.01% | 286 |
|
|
2023
Q4 | $214K | Hold |
2,582
| – | – | ﹤0.01% | 318 |
|
|
2023
Q3 | $188K | Sell |
2,582
-992
| -28% | -$72.1K | ﹤0.01% | 269 |
|
|
2023
Q2 | $268K | Buy |
+3,574
| New | +$268K | ﹤0.01% | 251 |
|