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JOHNSON INVESTMENT COUNSEL INC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JOHNSON INVESTMENT COUNSEL INC on SCHD, newest first. How the timeline and the estimate are built.

JOHNSON INVESTMENT COUNSEL INC held 201,280 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 201,280 shares
    Change vs previous 13F +41,369 shares

    0.05% of the 13F portfolio, value $6,382,588.

    13F-HR 0002085853-26-000845 filed by JOHNSON INVESTMENT COUNSEL INC
    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 159,911 shares
    Change vs previous 13F -17,927 shares

    0.04% of the 13F portfolio, value $4,906,079.

    13F-HR 0002085853-26-000551 filed by JOHNSON INVESTMENT COUNSEL INC
    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 177,838 shares
    Change vs previous 13F +5,386 shares

    0.04% of the 13F portfolio, value $4,878,108.

    13F-HR 0002085853-26-000263 filed by JOHNSON INVESTMENT COUNSEL INC
    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 172,452 shares
    Change vs previous 13F +6,940 shares

    0.04% of the 13F portfolio, value $4,707,940.

    13F-HR 0002085853-25-000236 filed by JOHNSON INVESTMENT COUNSEL INC
    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 165,512 shares
    Change vs previous 13F +34,825 shares

    0.04% of the 13F portfolio, value $4,386,071.

    13F-HR 0001667731-25-000959 filed by JOHNSON INVESTMENT COUNSEL INC
    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 130,687 shares
    Change vs previous 13F +8,743 shares

    0.04% of the 13F portfolio, value $3,654,012.

    13F-HR 0001667731-25-000456 filed by JOHNSON INVESTMENT COUNSEL INC
    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 121,944 shares
    Change vs previous 13F +81,379 shares

    0.03% of the 13F portfolio, value $3,331,521.

    13F-HR 0001667731-25-000222 filed by JOHNSON INVESTMENT COUNSEL INC
    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 40,565 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,428,969.

    13F-HR 0001104659-24-113798 filed by JOHNSON INVESTMENT COUNSEL INC
    Filed (acceptance time not in the bulk data set), ingested

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