Jones Financial Companies
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Jones Financial Companies’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Jones Financial Companies’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$266M Buy
7,349,241
+2,558,214
+53% +$88M 0.11% 99
2026
Q1 		$145M Buy
4,791,027
+1,296,395
+37% +$41.3M 0.07% 145
2025
Q4 		$105M Buy
3,494,632
+964,123
+38% +$28.7M 0.06% 98
2025
Q3 		$74.9M Buy
2,530,509
+257,268
+11% +$7.49M 0.05% 111
2025
Q2 		$63.6M Buy
2,273,241
+615,039
+37% +$16.2M 0.05% 113
2025
Q1 		$43.4M Buy
1,658,202
+368,908
+29% +$10.3M 0.04% 125
2024
Q4 		$35.7M Buy
1,289,294
+357,338
+38% +$10.2M 0.03% 113
2024
Q3 		$25.8M Buy
931,956
+65,040
+8% +$1.73M 0.03% 116
2024
Q2 		$22.5M Buy
866,916
+181,953
+27% +$4.76M 0.03% 95
2024
Q1 		$18.6M Buy
684,963
+34,734
+5% +$886K 0.03% 85
2023
Q4 		$16.3M Buy
650,229
+11,148
+2% +$255K 0.02% 77
2023
Q3 		$14.4M Buy
639,081
+423
+0.1% +$10K 0.02% 76
2023
Q2 		$15.1M Buy
638,658
+8,988
+1% +$203K 0.02% 75
2023
Q1 		$14.2M Sell
629,670
-41,601
-6% -$958K 0.02% 78
2022
Q4 		$14.7M Buy
671,271
+366,777
+120% +$8.04M 0.03% 78
2022
Q3 		$6.14M Sell
304,494
-18,234
-6% -$407K 0.01% 108
2022
Q2 		$6.75M Sell
322,728
-15,789
-5% -$364K 0.01% 101
2022
Q1 		$8.56M Buy
338,517
+16,110
+5% +$404K 0.01% 100
2021
Q4 		$8.64M Buy
322,407
+2,853
+0.9% +$76.1K 0.01% 101
2021
Q3 		$8.17M Sell
319,554
-3,960
-1% -$103K 0.01% 101
2021
Q2 		$8.44M Sell
323,514
-15,831
-5% -$409K 0.01% 100
2021
Q1 		$8.42M Sell
339,345
-12,441
-4% -$302K 0.01% 102
2020
Q4 		$8M Sell
351,786
-22,425
-6% -$468K 0.01% 101
2020
Q3 		$6.92M Buy
374,211
+5,532
+2% +$102K 0.01% 103
2020
Q2 		$6.47M Sell
368,679
-43,269
-11% -$705K 0.01% 102
2020
Q1 		$5.79M Buy
+411,948
New +$7.54M 0.01% 101

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Jones Financial Companies increased its Schwab US Mid-Cap ETF (SCHM) stake by 53% in Q2 2026, buying an estimated $88M and bringing the position to 7,349,241 shares worth $266M. The position accounts for 0.11% of the portfolio, ranked #99.

Jones Financial Companies first reported a position in SCHM in Q1 2020 and has held it in 26 quarters since. 1,067 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Jones Financial Companies held 7,349,241 shares of Schwab US Mid-Cap ETF worth $266M as of Q2 2026.
  • Jones Financial Companies bought 2,558,214 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $88M.
  • Schwab US Mid-Cap ETF made up 0.11% of Jones Financial Companies's portfolio in Q2 2026, its #99 holding.
  • Jones Financial Companies first reported a position in Schwab US Mid-Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,067 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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