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
2026 Q2	$53.4M	Buy	1,626,152 +226,697	+16%	+$7.51M	0.02%	390
2026 Q1	$39.5M	Buy	1,399,455 +306,567	+28%	+$9.53M	0.02%	405
2025 Q4	$35.6M	Buy	1,092,888 +138,139	+14%	+$4.49M	0.02%	229
2025 Q3	$30.2M	Buy	954,749 +217,651	+30%	+$6.63M	0.02%	229
2025 Q2	$21.4M	Buy	737,098 +195,832	+36%	+$5.18M	0.02%	247
2025 Q1	$13.5M	Buy	541,266 +239,973	+80%	+$6.57M	0.01%	270
2024 Q4	$8.4M	Buy	301,293 +160,921	+115%	+$4.4M	0.01%	287
2024 Q3	$3.64M	Buy	140,372 +63,464	+83%	+$1.6M	﹤0.01%	335
2024 Q2	$1.94M	Buy	76,908 +43,040	+127%	+$1.02M	﹤0.01%	317
2024 Q1	$785K	Buy	33,868 +23,540	+228%	+$521K	﹤0.01%	286
2023 Q4	$214K	Hold	10,328	–	–	﹤0.01%	318
2023 Q3	$188K	Sell	10,328 -3,968	-28%	-$74.7K	﹤0.01%	269
2023 Q2	$268K	Buy	+14,296	New	+$245K	﹤0.01%	251

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Jones Financial Companies increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 16% in Q2 2026, buying an estimated $7.51M and bringing the position to 1,626,152 shares worth $53.4M. The position accounts for 0.02% of the portfolio, ranked #390.

Jones Financial Companies first reported a position in SCHG in Q2 2023 and has held it in 13 quarters since. 1,656 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Jones Financial Companies held 1,626,152 shares of Schwab US Large-Cap Growth ETF worth $53.4M as of Q2 2026.
Jones Financial Companies bought 226,697 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $7.51M.
Schwab US Large-Cap Growth ETF made up 0.02% of Jones Financial Companies's portfolio in Q2 2026, its #390 holding.
Jones Financial Companies first reported a position in Schwab US Large-Cap Growth ETF in Q2 2023 and has held it in 13 quarters since.
1,656 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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