Charles Schwab Corporation shares owned by Jones Financial Companies, L.L
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Jones Financial Companies, L.L
from 13F filings
Historical chart of Jones Financial Companies, L.L investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Jones Financial Companies, L.L
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $157M | 1.7M | 92.36 |
| 2025-12-31 | $10M | 101k | 99.91 |
| 2025-09-30 | $5.1M | 54k | 95.46 |
| 2025-06-30 | $3.8M | 41k | 91.24 |
| 2025-03-31 | $2.3M | 29k | 78.28 |
| 2024-12-31 | $1.5M | 20k | 74.01 |
| 2024-09-30 | $1.0M | 16k | 64.42 |
| 2024-03-31 | $60k | 831 | 72.29 |
| 2023-12-31 | $24k | 345 | 68.80 |
| 2023-09-30 | $20k | 367 | 54.90 |
| 2023-06-30 | $135k | 2.4k | 56.68 |
| 2023-03-31 | $16k | 296 | 52.38 |
| 2022-12-31 | $26k | 313 | 83.07 |
| 2022-09-30 | $21k | 288 | 72.92 |
| 2022-06-30 | $26k | 419 | 62.05 |
| 2021-12-31 | $6.0k | 71 | 84.51 |
| 2021-09-30 | $9.0k | 122 | 73.77 |
| 2021-06-30 | $9.0k | 122 | 73.77 |
| 2021-03-31 | $4.0k | 56 | 71.43 |
| 2020-12-31 | $7.0k | 124 | 56.45 |
| 2013-09-30 | $13k | 597 | 21.78 |
| 2013-06-30 | $4.0k | 189 | 21.16 |
| 2013-03-31 | $6.0k | 317 | 18.93 |
| 2012-12-31 | $2.0k | 128 | 15.62 |
More positions owned by Jones Financial Companies, L.L
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