Jones Financial Companies Lllp Schwab Strategic U.S. Mid Cap Transaction History

Jones Financial Companies Lllp

  • $146 Billion
  • Q3 2025

A detailed history of Jones Financial Companies Lllp transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Jones Financial Companies Lllp holds 2,530,509 shares of SCHM stock, worth $73.8 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,530,509
Previous 2,273,241 11.32%
Holding current value
$73.8 Million
Previous $63.8 Million 17.63%
% of portfolio
0.05%
Previous 0.05%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$28.15 - $30.13 $7.24 Million - $7.75 Million
257,268 Added 11.32%
2,530,509 $75 Million
Q2 2025

Aug 13, 2025
BUY
$22.92 - $28.05 $14.1 Million - $17.3 Million
615,039 Added 37.09%
2,273,241 $63.8 Million
Q1 2025

May 28, 2025
BUY
$25.58 - $29.24 $16 Million - $18.3 Million
626,597 Added 60.74%
1,658,202 $43.4 Million
Q1 2025

May 16, 2025
SELL
$25.58 - $29.24 $6.59 Million - $7.53 Million
-257,689 Reduced 19.99%
1,031,605 $27 Million
Q4 2024

Feb 05, 2025
BUY
$27.54 - $83.04 $27 Million - $81.3 Million
978,642 Added 315.03%
1,289,294 $35.7 Million
Q3 2024

Nov 12, 2024
BUY
$75.47 - $83.18 $1.64 Million - $1.8 Million
21,680 Added 7.5%
310,652 $25.8 Million
Q2 2024

Aug 14, 2024
BUY
$75.69 - $81.19 $4.59 Million - $4.92 Million
60,651 Added 26.56%
288,972 $22.5 Million
Q1 2024

May 14, 2024
BUY
$72.89 - $81.43 $843,920 - $942,796
11,578 Added 5.34%
228,321 $18.6 Million
Q4 2023

Feb 13, 2024
BUY
$63.01 - $75.95 $234,145 - $282,230
3,716 Added 1.74%
216,743 $16.3 Million
Q3 2023

Nov 14, 2023
BUY
$66.75 - $73.98 $9,411 - $10,431
141 Added 0.07%
213,027 $14.4 Million
Q2 2023

Aug 09, 2023
BUY
$65.29 - $71.03 $195,608 - $212,805
2,996 Added 1.43%
212,886 $15.1 Million
Q1 2023

May 11, 2023
SELL
$64.24 - $73.9 $890,816 - $1.02 Million
-13,867 Reduced 6.2%
209,890 $14.2 Million
Q4 2022

Feb 13, 2023
BUY
$61.05 - $69.94 $7.46 Million - $8.55 Million
122,259 Added 120.45%
223,757 $14.7 Million
Q3 2022

Nov 03, 2022
SELL
$60.5 - $72.51 $367,719 - $440,715
-6,078 Reduced 5.65%
101,498 $6.14 Million
Q2 2022

Aug 08, 2022
SELL
$60.91 - $76.4 $320,569 - $402,093
-5,263 Reduced 4.66%
107,576 $6.75 Million
Q1 2022

May 02, 2022
BUY
$70.66 - $80.89 $379,444 - $434,379
5,370 Added 5.0%
112,839 $8.56 Million
Q4 2021

Feb 11, 2022
BUY
$76.01 - $83.39 $72,285 - $79,303
951 Added 0.89%
107,469 $8.64 Million
Q3 2021

Nov 12, 2021
SELL
$74.65 - $80.95 $98,538 - $106,854
-1,320 Reduced 1.22%
106,518 $8.17 Million
Q2 2021

Aug 12, 2021
SELL
$74.64 - $79.12 $393,875 - $417,516
-5,277 Reduced 4.67%
107,838 $8.44 Million
Q1 2021

Apr 30, 2021
SELL
$67.07 - $76.85 $278,139 - $318,696
-4,147 Reduced 3.54%
113,115 $8.42 Million
Q4 2020

Feb 08, 2021
SELL
$55.93 - $68.45 $418,076 - $511,663
-7,475 Reduced 5.99%
117,262 $8 Million
Q3 2020

Oct 29, 2020
BUY
$51.99 - $58.83 $95,869 - $108,482
1,844 Added 1.5%
124,737 $6.92 Million
Q2 2020

Jul 31, 2020
SELL
$39.01 - $57.03 $562,641 - $822,543
-14,423 Reduced 10.5%
122,893 $6.47 Million
Q1 2020

May 01, 2020
BUY
$35.83 - $62.24 $4.92 Million - $8.55 Million
137,316 New
137,316 $5.79 Million

Others Institutions Holding SCHM

# of Institutions
1,061
Shares Held
281M
Call Options Held
8.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
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  • Sector ETFs
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