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JAMES INVESTMENT RESEARCH, INC.: SCHG position timeline

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

JAMES INVESTMENT RESEARCH, INC. held 104,870 SCHG 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 104,870 shares
    Change vs previous 13F +16,529 shares

    0.36% of the 13F portfolio, value $3,548,810.

    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 88,341 shares
    Change vs previous 13F +12,712 shares

    0.29% of the 13F portfolio, value $2,573,379.

    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 75,629 shares
    Change vs previous 13F +3,088 shares

    0.27% of the 13F portfolio, value $2,467,022.

    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 72,541 shares
    Change vs previous 13F +8,780 shares

    0.25% of the 13F portfolio, value $2,314,785.

    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 63,761 shares
    Change vs previous 13F +4,896 shares

    0.22% of the 13F portfolio, value $1,862,459.

    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 58,865 shares
    Change vs previous 13F +10,108 shares

    0.19% of the 13F portfolio, value $1,473,980.

    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 48,757 shares
    Change vs previous 13F +38,883 shares

    0.16% of the 13F portfolio, value $1,358,858.

    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 9,874 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,028,673.

    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).