Jones Financial Companies
SCHO icon

Jones Financial Companies’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Jones Financial Companies’s Portfolio SCHO Stock Details SCHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.14M Buy
130,098
+27,243
+26% +$659K ﹤0.01% 1394
2026
Q1 		$2.49M Buy
102,855
+21,082
+26% +$513K ﹤0.01% 1339
2025
Q4 		$1.99M Buy
81,773
+15,732
+24% +$384K ﹤0.01% 950
2025
Q3 		$1.61M Buy
66,041
+11,383
+21% +$277K ﹤0.01% 930
2025
Q2 		$1.33M Buy
54,658
+17,018
+45% +$413K ﹤0.01% 901
2025
Q1 		$916K Buy
37,640
+6,956
+23% +$168K ﹤0.01% 896
2024
Q4 		$738K Buy
30,684
+24,482
+395% +$593K ﹤0.01% 848
2024
Q3 		$152K Buy
6,202
+3,674
+145% +$89.3K ﹤0.01% 1244
2024
Q2 		$60.8K Buy
2,528
+2,100
+491% +$50.4K ﹤0.01% 1182
2024
Q1 		$10.3K Buy
+428
New +$10.3K ﹤0.01% 1058

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Jones Financial Companies increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 26% in Q2 2026, buying an estimated $659K and bringing the position to 130,098 shares worth $3.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1394.

Jones Financial Companies first reported a position in SCHO in Q1 2024 and has held it in 10 quarters since. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Jones Financial Companies held 130,098 shares of Schwab Short-Term US Treasury ETF worth $3.14M as of Q2 2026.
  • Jones Financial Companies bought 27,243 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $659K.
  • Schwab Short-Term US Treasury ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1394 holding.
  • Jones Financial Companies first reported a position in Schwab Short-Term US Treasury ETF in Q1 2024 and has held it in 10 quarters since.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

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