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SCHBSCHB
17 quarters

Position history for JONES FINANCIAL COMPANIES LLLPJONES FINANCIAL COMPANIES LLLP's holdings in SCHWAB STRATEGIC TR

JONES FINANCIAL COMPANIES LLLP holds 3M shares of SCHB (SCHWAB STRATEGIC TR), worth $84.2M as of 2026-Q2. The position was increased (+12.6% shares). SCHB represents 0.0% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$84.2M

Current Shares

3M

Total Value Change

+$84.1M

Total Shares Change

+3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
3M
+12.6%
$84.2M0.0%$28.96
33
2026-Q1
Increased
2.6M
+10.2%
$64.7M0.0%$26.25
33
2025-Q4
Increased
2.4M
+4.8%
$62.8M0.0%$26.44
31
2025-Q3
Increased
2.3M
+8.2%
$58.4M0.0%$25.55
32
2025-Q2
Increased
2.1M
+230.5%
$50.1M0.0%$23.57
47
2025-Q1
Increased
639,455
+78.9%
$13.7M0.0%$21.25
43
2024-Q4
Increased
357,403
+429.3%
$8.1M0.0%$22.51
44
2024-Q3
Increased
67,519
+33.4%
$4.5M0.0%$21.74
34
2024-Q2
Increased
50,615
+70.2%
$3.2M0.0%$20.57
39
2024-Q1
Increased
29,736
+5.7%
$1.8M0.0%$19.91
27
2023-Q4
Increased
28,138
+9.2%
$1.6M0.0%$18.10
28
2023-Q3
Increased
25,772
+17.3%
$1.3M0.0%$16.14
30
2023-Q2
Increased
21,966
+23.6%
$1.1M0.0%$16.50
31
2023-Q1
Increased
17,772
+4.9%
$850,3900.0%$15.15
26
2022-Q4
New
16,945
-
$759,3170.0%$14.35
34
2022-Q3
Exited
0
-100.0%
$00.0%$13.57
0
2022-Q2
New
1,241
-
$55,0000.0%$14.15
29

Other major holders of SCHB: Wealthfront Advisers LLC, UBS Group AG

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