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Schwab Strategic Tr long term us shares owned by Jones Financial Companies, L.L

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

Historical chart of Jones Financial Companies, L.L investment in Schwab Strategic Tr long term us

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All positions including Schwab Strategic Tr long term us 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 long term us by Jones Financial Companies, L.L

Quarter filed Position value Share count Share price at filing
2025-12-31 $54k 1.7k 31.70
2024-12-31 $27k 862 31.43

More positions owned by Jones Financial Companies, L.L

Vanguard Index Tr ETFs (VUG)
Ishares Core Us Aggregate Bond ETFs (AGG)
Ishares Core S&p 500 Etf ETFs (IVV)
Vanguard Index Tr ETFs (VTV)
Vanguard S&p 500 Etf ETFs (VOO)
Ishares Trust Core Msci Eafe ETFs (IEFA)
Ishares Russell Midcap ETFs (IWR)
Vanguard Mid Cap Etf ETFs (VO)
Vanguard Index Trust ETFs (VV)
Spdr Ser Tr ETFs (SPYM)
Ishares Russell 1000 ETFs (IWB)
Ishares Core Universal Usd Bd ETFs (IUSB)
Vanguard Ftse Developed ETFs (VEA)
Ishares Broad Usd High Yield ETFs (USHY)
American Centy Etf Tr ETFs (AVDV)

View all positions for Jones Financial Companies, L.L

Top funds holding Schwab Strategic Tr long term us

Envestnet Asset Management
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SFMG Wealth Advisors
Park Avenue Securities
Jpmorgan Chase & Co
Wells Fargo & Company
Toroso Investments
Goldman Sachs Group
Quadrature Capital
Thrivent Financial for Lutherans

View all funds holding Schwab Strategic Tr long term us