Jones Financial Companies
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Jones Financial Companies’s Schwab Municipal Bond ETF SCMB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$74.3M Buy
2,950,244
+371,347
+14% +$9.35M 0.06% 101
2025
Q1
$65.4M Buy
2,578,897
+2,499,136
+3,133% +$63.3M 0.06% 90
2024
Q4
$2.05M Buy
+79,761
New +$2.05M ﹤0.01% 553