Schwab Strategic Tr us aggregate b shares owned by Jones Financial Companies, L.L
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) 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 aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Jones Financial Companies, L.L
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $27M | 1.2M | 23.42 |
| 2025-06-30 | $24M | 1.0M | 23.24 |
| 2025-03-31 | $13M | 569k | 23.16 |
| 2024-12-31 | $18M | 785k | 22.70 |
| 2024-09-30 | $15M | 323k | 47.62 |
| 2024-03-31 | $10M | 226k | 46.00 |
| 2023-12-31 | $9.5M | 204k | 46.62 |
| 2023-09-30 | $8.7M | 197k | 44.23 |
| 2023-06-30 | $8.6M | 187k | 46.16 |
| 2023-03-31 | $8.0M | 171k | 46.91 |
| 2022-12-31 | $12M | 255k | 45.65 |
| 2022-09-30 | $4.5M | 100k | 45.31 |
| 2022-06-30 | $2.0M | 42k | 47.62 |
| 2022-03-31 | $1.8M | 36k | 50.57 |
| 2021-12-31 | $1.8M | 33k | 53.91 |
| 2021-09-30 | $917k | 17k | 54.23 |
| 2021-06-30 | $923k | 17k | 54.59 |
| 2021-03-31 | $887k | 17k | 53.92 |
| 2020-12-31 | $891k | 16k | 56.00 |
| 2020-09-30 | $892k | 16k | 56.07 |
| 2020-06-30 | $841k | 15k | 56.24 |
| 2020-03-31 | $751k | 14k | 54.29 |
| 2019-12-31 | $822k | 15k | 53.43 |
| 2019-09-30 | $974k | 18k | 53.86 |
| 2019-06-30 | $1.1M | 21k | 53.01 |
| 2019-03-31 | $1.2M | 23k | 51.87 |
| 2018-12-31 | $1.2M | 23k | 50.59 |
| 2018-09-30 | $556k | 11k | 50.29 |
More positions owned by Jones Financial Companies, L.L
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