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JAMES INVESTMENT RESEARCH, INC.: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JAMES INVESTMENT RESEARCH, INC. on SCHB, newest first. How the timeline and the estimate are built.

JAMES INVESTMENT RESEARCH, INC. held 275,840 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 275,840 shares
    Change vs previous 13F +40,449 shares

    0.81% of the 13F portfolio, value $7,988,323.

    13F-HR 0000810384-26-000004 filed by JAMES INVESTMENT RESEARCH, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 235,391 shares
    Change vs previous 13F +31,241 shares

    0.66% of the 13F portfolio, value $5,908,326.

    13F-HR 0000810384-26-000003 filed by JAMES INVESTMENT RESEARCH, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 204,150 shares
    Change vs previous 13F +18,567 shares

    0.58% of the 13F portfolio, value $5,354,854.

    13F-HR 0000810384-26-000001 filed by JAMES INVESTMENT RESEARCH, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 185,583 shares
    Change vs previous 13F +24,482 shares

    0.52% of the 13F portfolio, value $4,771,351.

    13F-HR 0000810384-25-000009 filed by JAMES INVESTMENT RESEARCH, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 161,101 shares
    Change vs previous 13F +11,294 shares

    0.46% of the 13F portfolio, value $3,839,037.

    13F-HR 0000810384-25-000005 filed by JAMES INVESTMENT RESEARCH, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 149,807 shares
    Change vs previous 13F +24,314 shares

    0.41% of the 13F portfolio, value $3,225,345.

    13F-HR 0000810384-25-000004 filed by JAMES INVESTMENT RESEARCH, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 125,493 shares
    Change vs previous 13F +91,867 shares

    0.34% of the 13F portfolio, value $2,848,691.

    13F-HR 0000810384-25-000001 filed by JAMES INVESTMENT RESEARCH, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 33,626 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,236,802.

    13F-HR 0000810384-24-000007 filed by JAMES INVESTMENT RESEARCH, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).