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
Download as csvQuarterly 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 |
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