Jones Financial Companies, L.L »

Schwab U S Large Cap Growth ETF shares owned by Jones Financial Companies, L.L

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Jones Financial Companies, L.L from 13F filings

Historical chart of Jones Financial Companies, L.L investment in Schwab U S Large Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF held by Jones Financial Companies, L.L consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Jones Financial Companies, L.L

Quarter filed Position value Share count Share price at filing
2025-09-30 $30M 955k 31.64
2025-06-30 $21M 737k 29.02
2025-03-31 $14M 541k 25.02
2024-12-31 $8.4M 301k 27.87
2024-09-30 $3.6M 35k 103.65
2024-03-31 $785k 8.5k 92.73
2023-12-31 $214k 2.6k 82.96
2023-09-30 $188k 2.6k 72.72
2023-06-30 $268k 3.6k 74.95