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SCMBSCMB
7 quarters

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

JONES FINANCIAL COMPANIES LLLP holds 3.5M shares of SCMB (SCHWAB STRATEGIC TR), worth $89.6M as of 2026-Q2. The position was increased (+16.8% shares). SCMB represents 0.0% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$89.6M

Current Shares

3.5M

Total Value Change

+$87.6M

Total Shares Change

+3.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
3.5M
+16.8%
$89.6M0.0%$25.66
35
2026-Q1
Increased
3M
+41.6%
$75.4M0.0%$25.10
40
2025-Q4
Increased
2.1M
+18.3%
$54.1M0.0%$25.23
34
2025-Q3
Decreased
1.8M
-39.8%
$45.4M0.0%$24.79
0
2025-Q2
Increased
3M
+14.4%
$74.3M0.1%$24.15
34
2025-Q1
Increased
2.6M
+3133.3%
$65.4M0.1%$24.16
48
2024-Q4
New
79,761
-
$2M0.0%$24.31
36

Other major holders of SCMB: CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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