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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
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

More positions owned by Jones Financial Companies, L.L

Ishares Core Us Aggregate Bond ETFs (AGG)
Vanguard Index Tr ETFs (VTV)
Vanguard Index Tr ETFs (VUG)
Ishares Trust Core Msci Eafe ETFs (IEFA)
Vanguard Index Trust ETFs (VV)
Vanguard Ftse Developed ETFs (VEA)
Vanguard Mid Cap Etf ETFs (VO)
Ishares Russell 1000 ETFs (IWB)
Vanguard Total Bd Market Etf ETFs (BND)
Ishares Core Total Usd Bond ETFs (IUSB)
Ishares Russell Midcap ETFs (IWR)
Ishares Core S&p 500 Etf ETFs (IVV)
Ishares Russell 2000 ETFs (IWM)
Vanguard Index Trust ETFs (VB)
Ishares Russell 1000 Value ETFs (IWD)

View all positions for Jones Financial Companies, L.L

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Betterment
Strategic Financial Concepts
SCS Capital Management
Rebalance
Evensky & Katz
Hengehold Capital Management
Strid
Bouchey Financial
HighTower Advisors
HB Wealth Management
HT Partners
Evergreen Advisors
Callan Capital
Hanson & Doremus Investment Management

View all funds holding Schwab U S Broad Market ETF