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Schwab U S Broad Market ETF shares owned by Jones Financial Companies, L.L

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Jones Financial Companies, L.L from 13F filings

Historical chart of Jones Financial Companies, L.L investment in Schwab U S Broad Market ETF

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All positions including Schwab U S Broad Market ETF 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 U S Broad Market ETF by Jones Financial Companies, L.L

Quarter filed Position value Share count Share price at filing
2025-09-30 $58M 2.3M 25.56
2025-06-30 $50M 2.1M 23.71
2025-03-31 $14M 640k 21.44
2024-12-31 $8.1M 357k 22.70
2024-09-30 $4.5M 68k 66.24
2024-03-31 $1.8M 30k 61.05
2023-12-31 $1.6M 28k 55.67
2023-09-30 $1.3M 26k 49.85
2023-06-30 $1.1M 22k 51.70
2023-03-31 $850k 18k 47.85
2022-12-31 $759k 17k 44.81
2022-06-30 $55k 1.2k 44.32