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Johnson Financial Group, LLC: SCHR position timeline

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

Johnson Financial Group, LLC held 108,430 SCHR 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 108,430 shares
    Change vs previous 13F +15,036 shares

    0.14% of the 13F portfolio, value $2,673,872.

    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 93,394 shares
    Change vs previous 13F +9,627 shares

    0.15% of the 13F portfolio, value $2,326,448.

    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 83,767 shares
    Change vs previous 13F +57,451 shares

    0.13% of the 13F portfolio, value $2,100,871.

    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 26,316 shares
    Change vs previous 13F +7,100 shares

    0.06% of the 13F portfolio, value $661,321.

    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 19,216 shares
    Change vs previous 13F +864 shares

    0.05% of the 13F portfolio, value $480,976.

    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 18,352 shares
    Change vs previous 13F +177 shares

    0.05% of the 13F portfolio, value $456,231.

    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 18,175 shares
    Change vs previous 13F +9,200 shares

    0.05% of the 13F portfolio, value $441,471.

    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 8,975 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $454,135.

    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).