Jones Financial Companies’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.7M | Buy |
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|
2025
Q1 | $30M | Buy |
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|
2024
Q4 | $23.2M | Buy |
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|
2024
Q3 | $18.4M | Buy |
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|
2024
Q2 | $14.3M | Buy |
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|
2024
Q1 | $12.2M | Buy |
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|
2023
Q4 | $10.9M | Sell |
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|
2023
Q3 | $10.1M | Buy |
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|
2023
Q2 | $9.32M | Sell |
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|
2023
Q1 | $8.66M | Sell |
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|
2022
Q4 | $8.11M | Buy |
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|
2022
Q3 | $596K | Hold |
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|
2022
Q2 | $629K | Buy |
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|
2022
Q1 | $607K | Hold |
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|
2021
Q4 | $641K | Buy |
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|
2021
Q3 | $477K | Hold |
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|
2021
Q2 | $477K | Hold |
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|
2021
Q1 | $440K | Hold |
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|
2020
Q4 | $417K | Sell |
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|
2020
Q3 | $430K | Buy |
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|
2020
Q2 | $381K | Hold |
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|
2020
Q1 | $315K | Hold |
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|
2019
Q4 | $395K | Hold |
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|
2019
Q3 | $365K | Hold |
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|
2019
Q2 | $361K | Hold |
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|
2019
Q1 | $348K | Hold |
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|
2018
Q4 | $307K | Hold |
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|
2018
Q3 | $358K | Hold |
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|
2018
Q2 | $334K | Hold |
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|
2018
Q1 | $324K | Sell |
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|
2017
Q4 | $413K | Hold |
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|
2017
Q3 | $388K | Buy |
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