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Disclosery

Johnson Financial Group, Inc.: SCHW position timeline

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

Johnson Financial Group, Inc. held 8,845 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,845 shares
    Change vs previous 13F -3,180 shares

    0.03% of the 13F portfolio, value $816,129.

    13F-HR 0000892712-26-000334 filed by Johnson Financial Group, 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 12,025 shares
    Change vs previous 13F +1,080 shares

    0.04% of the 13F portfolio, value $1,130,110.

    13F-HR 0000892712-26-000234 filed by Johnson Financial Group, 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 10,945 shares
    Change vs previous 13F -6,069 shares

    0.04% of the 13F portfolio, value $1,093,516.

    13F-HR 0000892712-26-000082 filed by Johnson Financial Group, 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 17,014 shares
    Change vs previous 13F +7,063 shares

    0.06% of the 13F portfolio, value $1,624,328.

    13F-HR 0000892712-25-000153 filed by Johnson Financial Group, 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 9,951 shares
    Change vs previous 13F -2,555 shares

    0.04% of the 13F portfolio, value $907,930.

    13F-HR 0000892712-25-000092 filed by Johnson Financial Group, 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 12,506 shares
    Change vs previous 13F +923 shares

    0.05% of the 13F portfolio, value $978,971.

    13F-HR 0000892712-25-000067 filed by Johnson Financial Group, 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 11,583 shares
    Change vs previous 13F -6,080 shares

    0.05% of the 13F portfolio, value $958,147.

    13F-HR 0000892712-25-000037 filed by Johnson Financial Group, 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 17,663 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,144,740.

    13F-HR 0000892712-24-000132 filed by Johnson Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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