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Schwab Strategic Tr us dividend eq shares owned by Jones Financial Companies, L.L

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Jones Financial Companies, L.L from 13F filings

Historical chart of Jones Financial Companies, L.L investment in Schwab Strategic Tr us dividend eq

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All positions including Schwab Strategic Tr us dividend eq 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 us dividend eq by Jones Financial Companies, L.L

Quarter filed Position value Share count Share price at filing
2025-09-30 $78M 2.9M 27.21
2025-06-30 $67M 2.5M 26.39
2025-03-31 $57M 2.1M 27.58
2024-12-31 $40M 1.5M 27.32
2024-09-30 $21M 254k 84.26
2024-03-31 $615k 7.6k 80.63
2023-12-31 $43k 560 76.13
2023-09-30 $67k 953 70.76
2023-06-30 $268k 3.7k 72.62