Jones Financial Companies Lllp Schwab Strategic Tr Us Broad M Transaction History

Jones Financial Companies Lllp

$131 Billion
Q2 2025

A detailed history of Jones Financial Companies Lllp transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Jones Financial Companies Lllp holds 2,113,575 shares of SCHB stock, worth $51.8 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,113,575

Previous 639,455 230.53%

Holding current value

$51.8 Million

Previous $13.8 Million 265.85%

% of portfolio

0.04%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$19.1 - $23.83 $28.2 Million - $35.1 Million	1,474,120 Added 230.53%	2,113,575 $50.4 Million
Q1 2025 May 28, 2025	BUY	$21.23 - $23.75 $6.88 Million - $7.7 Million	324,260 Added 102.88%	639,455 $13.8 Million
Q1 2025 May 16, 2025	SELL	$21.23 - $23.75 $896,075 - $1 Million	-42,208 Reduced 11.81%	315,195 $6.79 Million
Q4 2024 Feb 05, 2025	BUY	$22.01 - $66.82 $6.38 Million - $19.4 Million	289,884 Added 429.34%	357,403 $8.11 Million
Q3 2024 Nov 12, 2024	BUY	$59.93 - $66.52 $1.01 Million - $1.12 Million	16,904 Added 33.4%	67,519 $4.49 Million
Q2 2024 Aug 14, 2024	BUY	$57.57 - $63.3 $1.2 Million - $1.32 Million	20,879 Added 70.21%	50,615 $3.18 Million
Q1 2024 May 14, 2024	BUY	$54.61 - $61.05 $87,266 - $97,557	1,598 Added 5.68%	29,736 $1.82 Million
Q4 2023 Feb 13, 2024	BUY	$47.61 - $55.91 $112,645 - $132,283	2,366 Added 9.18%	28,138 $1.57 Million
Q3 2023 Nov 14, 2023	BUY	$49.59 - $53.57 $188,739 - $203,887	3,806 Added 17.33%	25,772 $1.28 Million
Q2 2023 Aug 09, 2023	BUY	$47.08 - $51.7 $197,453 - $216,829	4,194 Added 23.6%	21,966 $1.14 Million
Q1 2023 May 11, 2023	BUY	$44.47 - $49.23 $36,776 - $40,713	827 Added 4.88%	17,772 $850,000
Q4 2022 Feb 13, 2023	BUY	$41.94 - $47.81 $710,673 - $810,140	16,945 New	16,945 $759,000
Q2 2022 Aug 08, 2022	BUY	$42.93 - $53.98 $53,276 - $66,989	1,241 New	1,241 $55,000

Others Institutions Holding SCHB

# of Institutions

1,344

Shares Held

569M

Call Options Held

500K

Put Options Held

21.5K

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About SCHWAB STRATEGIC TR US BROAD M

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Jones Financial Companies Lllp Schwab Strategic Tr Us Broad M Transaction History