Jones Financial Companies
SCHZ icon

Jones Financial Companies’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Jones Financial Companies’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$52.9M Buy
2,278,622
+381,229
+20% +$8.82M 0.02% 393
2026
Q1 		$43.7M Buy
1,897,393
+414,517
+28% +$9.7M 0.02% 385
2025
Q4 		$34.7M Buy
1,482,876
+311,488
+27% +$7.31M 0.02% 232
2025
Q3 		$27.4M Buy
1,171,388
+157,531
+16% +$3.66M 0.02% 242
2025
Q2 		$23.5M Buy
1,013,857
+95,538
+10% +$2.19M 0.02% 232
2025
Q1 		$21.2M Buy
918,319
+133,365
+17% +$3.05M 0.02% 207
2024
Q4 		$17.8M Buy
784,954
+139,890
+22% +$3.23M 0.02% 188
2024
Q3 		$15.4M Buy
645,064
+124,908
+24% +$2.92M 0.02% 161
2024
Q2 		$11.9M Buy
520,156
+67,296
+15% +$1.53M 0.01% 136
2024
Q1 		$10.4M Buy
452,860
+45,248
+11% +$1.04M 0.01% 111
2023
Q4 		$9.5M Buy
407,612
+14,548
+4% +$325K 0.01% 104
2023
Q3 		$8.69M Buy
393,064
+18,382
+5% +$417K 0.01% 98
2023
Q2 		$8.65M Buy
374,682
+32,458
+9% +$755K 0.01% 105
2023
Q1 		$8.03M Sell
342,224
-167,812
-33% -$3.9M 0.01% 107
2022
Q4 		$11.6M Buy
510,036
+309,402
+154% +$7.04M 0.02% 85
2022
Q3 		$4.54M Buy
200,634
+116,662
+139% +$2.78M 0.01% 119
2022
Q2 		$2.01M Buy
83,972
+11,876
+16% +$287K ﹤0.01% 138
2022
Q1 		$1.82M Buy
72,096
+6,874
+11% +$179K ﹤0.01% 143
2021
Q4 		$1.76M Buy
65,222
+31,404
+93% +$849K ﹤0.01% 137
2021
Q3 		$917K Hold
33,818
– – ﹤0.01% 153
2021
Q2 		$923K Buy
33,818
+918
+3% +$24.9K ﹤0.01% 152
2021
Q1 		$887K Buy
32,900
+1,080
+3% +$29.6K ﹤0.01% 154
2020
Q4 		$891K Hold
31,820
– – ﹤0.01% 144
2020
Q3 		$892K Buy
31,820
+1,912
+6% +$53.9K ﹤0.01% 141
2020
Q2 		$841K Buy
29,908
+2,240
+8% +$62.3K ﹤0.01% 144
2020
Q1 		$751K Sell
27,668
-3,100
-10% -$83.7K ﹤0.01% 151
2019
Q4 		$822K Sell
30,768
-5,400
-15% -$145K ﹤0.01% 153
2019
Q3 		$974K Sell
36,168
-6,720
-16% -$180K ﹤0.01% 147
2019
Q2 		$1.14M Sell
42,888
-2,734
-6% -$71.1K ﹤0.01% 141
2019
Q1 		$1.18M Hold
45,622
– – ﹤0.01% 140
2018
Q4 		$1.15M Buy
45,622
+23,512
+106% +$587K ﹤0.01% 141
2018
Q3 		$556K Buy
+22,110
New +$558K ﹤0.01% 165

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

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

Jones Financial Companies increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 20% in Q2 2026, buying an estimated $8.82M and bringing the position to 2,278,622 shares worth $52.9M. The position accounts for 0.02% of the portfolio, ranked #393.

Jones Financial Companies first reported a position in SCHZ in Q3 2018 and has held it in 32 quarters since. 667 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Jones Financial Companies held 2,278,622 shares of Schwab US Aggregate Bond ETF worth $52.9M as of Q2 2026.
  • Jones Financial Companies bought 381,229 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $8.82M.
  • Schwab US Aggregate Bond ETF made up 0.02% of Jones Financial Companies's portfolio in Q2 2026, its #393 holding.
  • Jones Financial Companies first reported a position in Schwab US Aggregate Bond ETF in Q3 2018 and has held it in 32 quarters since.
  • 667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

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