How many shares of SCHE does JONES FINANCIAL COMPANIES LLLP own?

As of 2026-Q2, JONES FINANCIAL COMPANIES LLLP holds 2.4M shares of SCHE (SCHWAB STRATEGIC TR).

What is JONES FINANCIAL COMPANIES LLLP's SCHE position worth?

As of 2026-Q2, JONES FINANCIAL COMPANIES LLLP's SCHE position is worth $84.1M.

Is JONES FINANCIAL COMPANIES LLLP buying or selling SCHE?

In 2026-Q2, JONES FINANCIAL COMPANIES LLLP increased their SCHE position (+11.6% change in shares).

When did JONES FINANCIAL COMPANIES LLLP first buy SCHE?

Based on available 13F filings, JONES FINANCIAL COMPANIES LLLP first reported a position in SCHE in 2018-Q4. They have held the position across 31 quarters.

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JONES FINANCIAL COMPANIES LLLP

SCHE
31 quarters

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

Current Value

$84.1M

Current Shares

2.4M

Total Value Change

+$83.4M

Total Shares Change

+2.3M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	2.4M	+11.6%	$84.1M	0.0%	$36.26	33
2026-Q1	Increased	2.1M	+26.8%	$68.1M	0.0%	$33.61	37
2025-Q4	Increased	1.7M	+28.9%	$54.4M	0.0%	$32.77	37
2025-Q3	Increased	1.3M	+6.5%	$42.8M	0.0%	$32.33	31
2025-Q2	Increased	1.2M	+2.2%	$36.5M	0.0%	$29.30	30
2025-Q1	Increased	1.2M	+2.4%	$32.7M	0.0%	$26.83	30
2024-Q4	Increased	1.2M	+8.4%	$30.8M	0.0%	$25.98	31
2024-Q3	Increased	1.1M	+0.9%	$31.2M	0.0%	$27.87	29
2024-Q2	Increased	1.1M	+0.4%	$28.1M	0.0%	$25.10	29
2024-Q1	Decreased	1.1M	-3.1%	$26.6M	0.0%	$23.84	0
2023-Q4	Decreased	1.1M	-1.1%	$26.9M	0.0%	$23.40	0
2023-Q3	Decreased	1.1M	-3.3%	$26.3M	0.0%	$21.84	0
2023-Q2	Decreased	1.1M	-7.0%	$28M	0.0%	$22.29	0
2023-Q1	Decreased	1.2M	-6.5%	$29.9M	0.0%	$22.35	0
2022-Q4	Increased	1.3M	+273.9%	$30.9M	0.1%	$21.48	47
2022-Q3	Increased	349,337	+51.1%	$7.8M	0.0%	$19.86	38
2022-Q2	Increased	231,228	+8.0%	$5.9M	0.0%	$22.63	29
2022-Q1	Decreased	214,198	-3.8%	$5.9M	0.0%	$24.94	0
2021-Q4	Increased	222,721	+28.8%	$6.6M	0.0%	$26.23	34
2021-Q3	Increased	172,904	+29.3%	$5.3M	0.0%	$26.11	34
2021-Q2	Decreased	133,766	-7.5%	$4.4M	0.0%	$28.63	0
2021-Q1	Decreased	144,637	-2.0%	$4.6M	0.0%	$27.16	0
2020-Q4	Decreased	147,545	-0.7%	$4.5M	0.0%	$26.35	0
2020-Q3	Decreased	148,564	-3.4%	$4M	0.0%	$22.23	0
2020-Q2	Decreased	153,819	-24.4%	$3.7M	0.0%	$20.65	0
2020-Q1	Increased	203,450	+403.9%	$4.2M	0.0%	$17.27	43
2019-Q4	Decreased	40,373	-27.0%	$1.1M	0.0%	$22.98	0
2019-Q3	Increased	55,318	+105.2%	$1.4M	0.0%	$20.49	41
2019-Q2	Decreased	26,961	-5.7%	$707,000	0.0%	$21.44	0
2019-Q1	Increased	28,598	+5.1%	$743,000	0.0%	$21.12	26
2018-Q4	New	27,200	-	$640,000	0.0%	$19.16	34

Other major holders of SCHE: CHARLES SCHWAB INVESTMENT MANAGEMENT INC, Creative Planning, Financial Engines Advisors L.L.C.

SCHE31 quarters

SCHE
31 quarters