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Schwab Strategic Tr schwb fdt int sc shares owned by Jones Financial Companies, L.L

Quarter-by-quarter ownership of Schwab Strategic Tr schwb fdt int sc (FNDC) shares owned by Jones Financial Companies, L.L from 13F filings

Historical chart of Jones Financial Companies, L.L investment in Schwab Strategic Tr schwb fdt int sc

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All positions including Schwab Strategic Tr schwb fdt int sc held by Jones Financial Companies, L.L consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr schwb fdt int sc by Jones Financial Companies, L.L

Quarter filed Position value Share count Share price at filing
2025-09-30 $837k 19k 44.32
2025-06-30 $371k 8.9k 41.83
2025-03-31 $90k 2.5k 36.58
2024-12-31 $36k 1.0k 34.13
2024-09-30 $8.3k 218 38.13

More positions owned by Jones Financial Companies, L.L

Vanguard Index Tr ETFs (VUG)
Ishares Core Us Aggregate Bond ETFs (AGG)
Ishares Core S&p 500 Etf ETFs (IVV)
Vanguard Index Tr ETFs (VTV)
Vanguard S&p 500 Etf ETFs (VOO)
Ishares Trust Core Msci Eafe ETFs (IEFA)
Ishares Russell Midcap ETFs (IWR)
Vanguard Mid Cap Etf ETFs (VO)
Vanguard Index Trust ETFs (VV)
Ishares Russell 1000 ETFs (IWB)
Spdr Portfolio Large Cap Etf ETFs (SPLG)
Ishares Core Total Usd Bond ETFs (IUSB)
Vanguard Ftse Developed ETFs (VEA)
Ishares Broad Usd High Yield ETFs (USHY)
Ishares Core S&p Small Cap Etf ETFs (IJR)

View all positions for Jones Financial Companies, L.L

Top funds holding Schwab Strategic Tr schwb fdt int sc

Charles Schwab Investment Management
Cornerstone Planning Group
GHP Investment Advisors
Burns Wealth Management
Victory Capital Management
Kelman-Lazarov
Citadel Advisors
Flow Traders US
High Probability Advisors
Prairiewood Capital
Advisor Group Holdings
Opes Wealth Management
Collective Family Office
Charles Schwab Trust
Geneos Wealth Management

View all funds holding Schwab Strategic Tr schwb fdt int sc