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Disclosery

Johnson Financial Group, LLC: SCHC position timeline

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

Johnson Financial Group, LLC held 1,131,199 SCHC shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,131,199 shares
    Change vs previous 13F +526,839 shares

    2.93% of the 13F portfolio, value $54,433,278.

    13F-HR 0001172661-26-003124 filed by Johnson Financial Group, 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 604,360 shares
    Change vs previous 13F -137,324 shares

    1.88% of the 13F portfolio, value $28,247,792.

    13F-HR 0001172661-26-001933 filed by Johnson Financial Group, 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 741,684 shares
    Change vs previous 13F -49,418 shares

    2.09% of the 13F portfolio, value $33,768,878.

    13F-HR 0001172661-26-000594 filed by Johnson Financial Group, 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 791,102 shares
    Change vs previous 13F +25,856 shares

    3.29% of the 13F portfolio, value $36,003,032.

    13F-HR 0001172661-25-004493 filed by Johnson Financial Group, 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 765,246 shares
    Change vs previous 13F -113,185 shares

    3.09% of the 13F portfolio, value $32,591,808.

    13F-HR 0001172661-25-002993 filed by Johnson Financial Group, 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 878,431 shares
    Change vs previous 13F -13,793 shares

    3.33% of the 13F portfolio, value $31,518,089.

    13F-HR 0001172661-25-001675 filed by Johnson Financial Group, 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 892,224 shares
    Change vs previous 13F -217,023 shares

    3.59% of the 13F portfolio, value $30,630,041.

    13F-HR 0001172661-25-000492 filed by Johnson Financial Group, 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 1,109,247 shares
    Change vs previous 13F not available

    5.19% of the 13F portfolio, value $42,739,299.

    13F-HR 0001172661-24-004420 filed by Johnson Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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