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Disclosery

Janus Henderson: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Janus Henderson on SCHW, newest first. How the timeline and the estimate are built.

Janus Henderson held 2,113,238 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,113,238 shares
    Share basis changed not comparable

    Membership change: Jupiter Topco LLC joined the group. 0.08% of the 13F portfolio, value $194,976,454.

    13F-HR 0001085146-26-000611 filed by Jupiter Topco 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/A 2,074,704 shares
    Change vs previous 13F -4,787,886 shares

    0.09% of the 13F portfolio, value $194,980,626.

    13F-HR/A 0001085146-26-000420 filed by JANUS HENDERSON GROUP PLC
    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 6,862,590 shares
    Change vs previous 13F +1,040,041 shares

    0.31% of the 13F portfolio, value $685,645,049.

    13F-HR 0001085146-26-000226 filed by JANUS HENDERSON GROUP PLC
    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 5,822,549 shares
    Change vs previous 13F -538,207 shares

    0.25% of the 13F portfolio, value $555,868,971.

    13F-HR 0001085146-25-005993 filed by JANUS HENDERSON GROUP PLC
    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 6,360,756 shares
    Change vs previous 13F -418,627 shares

    0.28% of the 13F portfolio, value $580,344,972.

    13F-HR 0001085146-25-005104 filed by JANUS HENDERSON GROUP PLC
    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 6,779,383 shares
    Change vs previous 13F +296,462 shares

    0.29% of the 13F portfolio, value $527,497,583.

    13F-HR 0001085146-25-003208 filed by JANUS HENDERSON GROUP PLC
    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 6,482,921 shares
    Change vs previous 13F -140,466 shares

    0.24% of the 13F portfolio, value $479,800,990.

    13F-HR 0001085146-25-001531 filed by JANUS HENDERSON GROUP PLC
    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 6,623,387 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $429,263,007.

    13F-HR 0001085146-24-005765 filed by JANUS HENDERSON GROUP PLC
    Filed (acceptance time not in the bulk data set), ingested

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