Jones Financial Companies, L.L »

Scm Trust shares owned by Jones Financial Companies, L.L

Quarter-by-quarter ownership of Scm Trust (SEPI) shares owned by Jones Financial Companies, L.L from 13F filings

Historical chart of Jones Financial Companies, L.L investment in Scm Trust

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All positions including Scm Trust 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 Scm Trust by Jones Financial Companies, L.L

Quarter filed Position value Share count Share price at filing
2026-06-30 $12k 423 27.67

More positions owned by Jones Financial Companies, L.L

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

View all positions for Jones Financial Companies, L.L

Top funds holding Scm Trust

CCM Partners
Raymond James Financial
LPL Financial
Good Steward Wealth Advisors
Joseph Group Capital Management
Focused Alpha
Steward Partners Investment Advisory
Hilton Head Capital Partners
Investment Planning Advisors
Royal Bank of Canada
Carson Advisory
IHT Wealth Management
IFG Advisory
Western Wealth Management
Private Advisor

View all funds holding Scm Trust