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Disclosery

Johnson Financial Group, LLC: SCHH position timeline

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

Johnson Financial Group, LLC held 64,289 SCHH 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 64,289 shares
    Change vs previous 13F -36,932 shares

    0.08% of the 13F portfolio, value $1,522,369.

    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 101,221 shares
    Change vs previous 13F -27,785 shares

    0.14% of the 13F portfolio, value $2,175,244.

    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 129,006 shares
    Change vs previous 13F +43,339 shares

    0.17% of the 13F portfolio, value $2,694,929.

    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 85,667 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $1,847,830.

    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 85,667 shares
    Change vs previous 13F -20,999 shares

    0.17% of the 13F portfolio, value $1,812,707.

    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 106,666 shares
    Change vs previous 13F +894 shares

    0.24% of the 13F portfolio, value $2,294,379.

    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 105,772 shares
    Change vs previous 13F +25,822 shares

    0.26% of the 13F portfolio, value $2,227,558.

    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 79,950 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,852,442.

    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).