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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

Jul 2023Sep 2023Nov 2023Jan 2024Mar 2024May 2024Jul 2024Sep 202405M10M15M20M0100k200k
Value ($)Share countHistorical SCHD position of Jones Financial Companies, … Source: stockzoa.comValue ($)Share count

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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
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