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Disclosery

JNBA Financial Advisors: SCHW position timeline

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

JNBA Financial Advisors held 14,643 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,643 shares
    Change vs previous 13F +52 shares

    0.1% of the 13F portfolio, value $1,351,110.

    13F-HR 0001569118-26-000005 filed by JNBA Financial Advisors
    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 14,591 shares
    Change vs previous 13F -85 shares

    0.11% of the 13F portfolio, value $1,371,263.

    13F-HR 0001569118-26-000003 filed by JNBA Financial Advisors
    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 14,676 shares
    Change vs previous 13F -129 shares

    0.13% of the 13F portfolio, value $1,466,280.

    13F-HR 0001569118-26-000001 filed by JNBA Financial Advisors
    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 14,805 shares
    Change vs previous 13F -50 shares

    0.13% of the 13F portfolio, value $1,413,434.

    13F-HR 0001569118-25-000009 filed by JNBA Financial Advisors
    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 14,855 shares
    Change vs previous 13F -68 shares

    0.13% of the 13F portfolio, value $1,355,371.

    13F-HR 0001569118-25-000007 filed by JNBA Financial Advisors
    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 14,923 shares
    Change vs previous 13F -345 shares

    0.12% of the 13F portfolio, value $1,168,173.

    13F-HR 0001569118-25-000006 filed by JNBA Financial Advisors
    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 15,268 shares
    Change vs previous 13F -107 shares

    0.12% of the 13F portfolio, value $1,129,985.

    13F-HR 0001569118-25-000001 filed by JNBA Financial Advisors
    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 15,375 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $996,454.

    13F-HR 0001569118-24-000005 filed by JNBA Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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