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Disclosery

Johnson Financial Group, LLC: SCHX position timeline

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

Johnson Financial Group, LLC held 303,904 SCHX 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 303,904 shares
    Change vs previous 13F +52 shares

    0.48% of the 13F portfolio, value $8,943,895.

    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 303,852 shares
    Change vs previous 13F +52,633 shares

    0.52% of the 13F portfolio, value $7,790,765.

    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 251,219 shares
    Change vs previous 13F +150,621 shares

    0.42% of the 13F portfolio, value $6,760,315.

    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 100,598 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $2,649,763.

    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 100,598 shares
    Change vs previous 13F -27,989 shares

    0.23% of the 13F portfolio, value $2,458,626.

    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 128,587 shares
    Change vs previous 13F +243 shares

    0.3% of the 13F portfolio, value $2,839,211.

    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 128,344 shares
    Change vs previous 13F +86,988 shares

    0.35% of the 13F portfolio, value $2,975,014.

    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 41,356 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $2,806,005.

    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).