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

JONES FINANCIAL COMPANIES LLLP holds 478,950 shares of SCHH (SCHWAB STRATEGIC TR), worth $11.6M as of 2026-Q2. The position was increased (+25.9% shares). SCHH represents 0.0% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$11.6M

Current Shares

478,950

Total Value Change

+$6.1M

Total Shares Change

+240,962

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
478,950
+25.9%
$11.6M0.0%$23.68
34
2026-Q1
Increased
380,550
+18.4%
$8M0.0%$22.99
32
2025-Q4
Increased
321,551
+6.4%
$6.7M0.0%$21.04
29
2025-Q3
Increased
302,248
+8.2%
$6.5M0.0%$21.20
30
2025-Q2
Increased
279,388
+7.5%
$5.9M0.0%$20.62
29
2025-Q1
Increased
259,878
+4.1%
$5.5M0.0%$20.77
28
2024-Q4
Increased
249,557
+4.9%
$5.3M0.0%$20.23
28
2024-Q3
Increased
237,988
+7.1%
$5.5M0.0%$22.09
29

Other major holders of SCHH: BNP PARIBAS FINANCIAL MARKETS, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, Financial Engines Advisors L.L.C.

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