Jones Financial Companies Lllp Schwab Strategic Tr Us Large C Transaction History

Jones Financial Companies Lllp

$131 Billion
Q2 2025

A detailed history of Jones Financial Companies Lllp transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Jones Financial Companies Lllp holds 737,098 shares of SCHG stock, worth $22.4 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

737,098

Previous 541,266 36.18%

Holding current value

$22.4 Million

Previous $13.6 Million 58.86%

% of portfolio

0.02%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$22.27 - $29.21 $4.36 Million - $5.72 Million	195,832 Added 36.18%	737,098 $21.5 Million
Q1 2025 May 28, 2025	BUY	$24.91 - $29.02 $13 Million - $15.2 Million	523,217 Added 2898.87%	541,266 $13.6 Million
Q1 2025 May 16, 2025	SELL	$24.91 - $29.02 $7.06 Million - $8.22 Million	-283,244 Reduced 94.01%	18,049 $451,000
Q4 2024 Feb 05, 2025	BUY	$25.93 - $105.3 $6.9 Million - $28 Million	266,200 Added 758.56%	301,293 $8.4 Million
Q3 2024 Nov 12, 2024	BUY	$92.63 - $105.69 $1.47 Million - $1.68 Million	15,866 Added 82.52%	35,093 $3.66 Million
Q2 2024 Aug 14, 2024	BUY	$87.04 - $101.61 $936,550 - $1.09 Million	10,760 Added 127.08%	19,227 $1.94 Million
Q1 2024 May 14, 2024	BUY	$80.6 - $93.32 $474,330 - $549,188	5,885 Added 227.92%	8,467 $785,000
Q3 2023 Nov 14, 2023	SELL	$71.99 - $78.02 $71,414 - $77,395	-992 Reduced 27.76%	2,582 $187,000
Q2 2023 Aug 09, 2023	BUY	$63.6 - $74.95 $227,306 - $267,871	3,574 New	3,574 $267,000

Others Institutions Holding SCHG

# of Institutions

1,589

Shares Held

798M

Call Options Held

298K

Put Options Held

193K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Jones Financial Companies Lllp Schwab Strategic Tr Us Large C Transaction History