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JERICHO FINANCIAL, LLP: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JERICHO FINANCIAL, LLP on SCHW, newest first. How the timeline and the estimate are built.

JERICHO FINANCIAL, LLP held 5,793 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,793 shares
    Change vs previous 13F -279 shares

    0.28% of the 13F portfolio, value $534,518.

    13F-HR 0001941040-26-000584 filed by JERICHO FINANCIAL, LLP
    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 6,072 shares
    Change vs previous 13F -686 shares

    0.36% of the 13F portfolio, value $570,627.

    13F-HR 0001941040-26-000282 filed by JERICHO FINANCIAL, LLP
    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 6,758 shares
    Change vs previous 13F -1,403 shares

    0.41% of the 13F portfolio, value $675,231.

    13F-HR 0001941040-26-000037 filed by JERICHO FINANCIAL, LLP
    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 8,161 shares
    Change vs previous 13F -718 shares

    0.47% of the 13F portfolio, value $779,104.

    13F-HR 0001941040-25-000578 filed by JERICHO FINANCIAL, LLP
    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 8,879 shares
    Change vs previous 13F -1,161 shares

    0.53% of the 13F portfolio, value $810,075.

    13F-HR 0001941040-25-000399 filed by JERICHO FINANCIAL, LLP
    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 10,040 shares
    Change vs previous 13F -508 shares

    0.57% of the 13F portfolio, value $785,924.

    13F-HR 0001941040-25-000224 filed by JERICHO FINANCIAL, LLP
    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 10,548 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $780,654.

    13F-HR 0001941040-25-000033 filed by JERICHO FINANCIAL, LLP
    Filed (acceptance time not in the bulk data set), ingested

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