Jones Financial Companies
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Jones Financial Companies’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Jones Financial Companies’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.59M Buy
57,881
+32,529
+128% +$896K ﹤0.01% 827
2025
Q1 		$667K Buy
25,352
+16,346
+182% +$430K ﹤0.01% 1017
2024
Q4 		$235K Buy
9,006
+7,314
+432% +$191K ﹤0.01% 1281
2024
Q3 		$45.2K Buy
1,692
+801
+90% +$21.4K ﹤0.01% 1681
2024
Q2 		$22K Buy
+891
New +$22K ﹤0.01% 1509