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JAMES INVESTMENT RESEARCH, INC.: SCHF position timeline

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

JAMES INVESTMENT RESEARCH, INC. held 82,178 SCHF 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 82,178 shares
    Change vs previous 13F +11,649 shares

    0.23% of the 13F portfolio, value $2,276,323.

    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 70,529 shares
    Change vs previous 13F +8,206 shares

    0.2% of the 13F portfolio, value $1,745,603.

    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 62,323 shares
    Change vs previous 13F +13,948 shares

    0.16% of the 13F portfolio, value $1,498,255.

    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 48,375 shares
    Change vs previous 13F +8,179 shares

    0.12% of the 13F portfolio, value $1,126,170.

    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 40,196 shares
    Change vs previous 13F +2,783 shares

    0.11% of the 13F portfolio, value $888,332.

    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 37,413 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $740,029.

    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).