Jones Financial Companies’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.5M | Buy |
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2025
Q1 | $21.2M | Buy |
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|
2024
Q4 | $17.8M | Buy |
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|
2024
Q3 | $15.4M | Buy |
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|
2024
Q2 | $11.9M | Buy |
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|
2024
Q1 | $10.4M | Buy |
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|
2023
Q4 | $9.5M | Buy |
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|
2023
Q3 | $8.69M | Buy |
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|
2023
Q2 | $8.65M | Buy |
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|
2023
Q1 | $8.03M | Sell |
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|
2022
Q4 | $11.6M | Buy |
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|
2022
Q3 | $4.54M | Buy |
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|
2022
Q2 | $2.01M | Buy |
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|
2022
Q1 | $1.82M | Buy |
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|
2021
Q4 | $1.76M | Buy |
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|
2021
Q3 | $917K | Hold |
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|
2021
Q2 | $923K | Buy |
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|
2021
Q1 | $887K | Buy |
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|
2020
Q4 | $891K | Hold |
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|
2020
Q3 | $892K | Buy |
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|
2020
Q2 | $841K | Buy |
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|
2020
Q1 | $751K | Sell |
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|
2019
Q4 | $822K | Sell |
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|
2019
Q3 | $974K | Sell |
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|
2019
Q2 | $1.14M | Sell |
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|
2019
Q1 | $1.18M | Hold |
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|
2018
Q4 | $1.15M | Buy |
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|
2018
Q3 | $556K | Buy |
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