Jones Financial Companies, L.L »

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

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

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

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 103k 26.66
2025-06-30 $4.1k 156 26.45

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)
Ishares Russell 1000 ETFs (IWB)
Spdr Portfolio Large Cap Etf ETFs (SPLG)
Ishares Core Total Usd Bond ETFs (IUSB)
Vanguard Ftse Developed ETFs (VEA)
Ishares Broad Usd High Yield ETFs (USHY)
Ishares Core S&p Small Cap Etf ETFs (IJR)

View all positions for Jones Financial Companies, L.L

Top funds holding Schwab Strategic Tr

Toroso Investments
Charles Schwab Trust
Dahring | Cusmano
Strategic Financial Planning
L2 Asset Management
Empowered Funds
Breakthru Advisory Services
CLS Investments
Jones Financial Companies, L.L
Mfg Wealth Management
Mma Asset Management
JT Stratford
Pensionmark Financial Group
Cetera Investment Advisers
Buckingham Strategic Partners

View all funds holding Schwab Strategic Tr