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Schwab Strategic Tr us reit etf shares owned by Jones Financial Companies, L.L

Quarter-by-quarter ownership of Schwab Strategic Tr us reit etf (SCHH) 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 reit etf

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All positions including Schwab Strategic Tr us reit 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 Strategic Tr us reit etf by Jones Financial Companies, L.L

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.5M 238k 23.01
2024-03-31 $4.3M 211k 20.30
2023-12-31 $4.4M 214k 20.71
2023-09-30 $4.0M 224k 17.75
2023-06-30 $4.6M 233k 19.53
2023-03-31 $4.9M 252k 19.50
2022-12-31 $5.1M 263k 19.29
2022-09-30 $5.3M 282k 18.69
2022-06-30 $6.5M 302k 21.56
2022-03-31 $117M 4.8M 24.40
2021-12-31 $247M 4.7M 52.69
2021-09-30 $221M 4.7M 47.05
2021-06-30 $216M 4.7M 46.29
2021-03-31 $153M 4.6M 33.33
2020-12-31 $163M 4.3M 37.97
2020-09-30 $145M 4.2M 34.82
2020-06-30 $141M 4.1M 34.19
2020-03-31 $135M 4.1M 33.03
2019-12-31 $151M 3.3M 45.96
2019-09-30 $151M 3.2M 47.13
2019-06-30 $142M 3.2M 44.44
2019-03-31 $141M 3.2M 44.43
2018-12-31 $122M 3.2M 38.37
2018-09-30 $131M 3.1M 41.73
2018-06-30 $127M 3.1M 41.69
2018-03-31 $110M 2.9M 38.25
2017-12-31 $109M 2.6M 41.62
2017-09-30 $101M 2.4M 41.13
2017-06-30 $94M 2.3M 41.21
2017-03-31 $88M 2.2M 40.78
2016-12-31 $150M 3.7M 41.04
2016-09-30 $129M 3.0M 42.65
2016-06-30 $126M 2.9M 43.44
2016-03-31 $2.2M 54k 41.40
2015-12-31 $1.1M 27k 39.62
2015-09-30 $645k 17k 37.17
2015-06-30 $379k 10k 36.32
2015-03-31 $64k 1.6k 40.43

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)
Ishares Core S&p 500 Etf ETFs (IVV)
Vanguard S&p 500 Etf ETFs (VOO)
Vanguard Index Trust ETFs (VV)
Vanguard Mid Cap Etf ETFs (VO)
Ishares Russell Midcap ETFs (IWR)
Vanguard Ftse Developed ETFs (VEA)
Ishares Russell 1000 ETFs (IWB)
Ishares Core Total Usd Bond ETFs (IUSB)
Ishares Russell 2000 ETFs (IWM)
Vanguard Index Trust ETFs (VB)
American Centy Etf Tr ETFs (AVDV)

View all positions for Jones Financial Companies, L.L

Top funds holding Schwab Strategic Tr us reit etf

Financial Engines Advisors L.L.C
Us Bancorp
Creative Planning
Northwestern Mutual Wealth Management Company
Envestnet Portfolio Solutions
BlackRock
BlackRock
HPM Partners
Huntington Asset Advisors
Mason Street Advisors
Hantz Financial Services
Morningstar Investment Management
Moneta Group Investment Advisors
Bnp Paribas Arbitrage, Snc
Apollon Wealth Management

View all funds holding Schwab Strategic Tr us reit etf