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Johnson Bixby & Associates, LLC: SCHF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Johnson Bixby & Associates, LLC on SCHF, newest first. How the timeline and the estimate are built.

Johnson Bixby & Associates, LLC held 97,355 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 97,355 shares
    Change vs previous 13F +829 shares

    0.3% of the 13F portfolio, value $2,696,745.

    13F-HR 0001844238-26-000004 filed by Johnson Bixby & Associates, LLC
    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 96,526 shares
    Change vs previous 13F -6,217 shares

    0.3% of the 13F portfolio, value $2,389,030.

    13F-HR 0001844238-26-000003 filed by Johnson Bixby & Associates, LLC
    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 102,743 shares
    Change vs previous 13F -3,644 shares

    0.31% of the 13F portfolio, value $2,469,953.

    13F-HR 0001844238-26-000001 filed by Johnson Bixby & Associates, LLC
    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 106,387 shares
    Change vs previous 13F +1,916 shares

    0.32% of the 13F portfolio, value $2,476,684.

    13F-HR 0001844238-25-000004 filed by Johnson Bixby & Associates, LLC
    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 104,471 shares
    Change vs previous 13F +435 shares

    0.32% of the 13F portfolio, value $2,308,804.

    13F-HR 0001085146-25-003925 filed by Johnson Bixby & Associates, LLC
    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 104,036 shares
    Change vs previous 13F -1,916 shares

    0.31% of the 13F portfolio, value $2,057,839.

    13F-HR 0001085146-25-002252 filed by Johnson Bixby & Associates, LLC
    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 105,952 shares
    Change vs previous 13F +48,903 shares

    0.3% of the 13F portfolio, value $1,960,108.

    13F-HR 0001085146-25-000320 filed by Johnson Bixby & Associates, LLC
    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 57,049 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $2,345,849.

    13F-HR 0001085146-24-004833 filed by Johnson Bixby & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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