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JONES FINANCIAL COMPANIES LLLP: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JONES FINANCIAL COMPANIES LLLP on SCHA, newest first. How the timeline and the estimate are built.

JONES FINANCIAL COMPANIES LLLP held 2,113,728 SCHA 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 2,113,728 shares
    Change vs previous 13F +244,123 shares

    0.03% of the 13F portfolio, value $75,173,516.

    13F-HR 0001193125-26-351494 filed by JONES FINANCIAL COMPANIES LLLP
    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 1,869,605 shares
    Change vs previous 13F +397,866 shares

    0.03% of the 13F portfolio, value $53,364,013.

    13F-HR 0001193125-26-225579 filed by JONES FINANCIAL COMPANIES LLLP
    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 1,471,739 shares
    Change vs previous 13F +141,388 shares

    0.03% of the 13F portfolio, value $41,944,762.

    13F-HR 0001193125-26-053658 filed by JONES FINANCIAL COMPANIES LLLP
    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 1,330,351 shares
    Change vs previous 13F +116,442 shares

    0.03% of the 13F portfolio, value $37,074,078.

    13F-HR 0001193125-25-264057 filed by JONES FINANCIAL COMPANIES LLLP
    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 1,213,909 shares
    Change vs previous 13F +228,911 shares

    0.02% of the 13F portfolio, value $30,683,393.

    13F-HR 0000950123-25-007781 filed by JONES FINANCIAL COMPANIES LLLP
    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/A 984,998 shares
    Change vs previous 13F +186,768 shares

    0.02% of the 13F portfolio, value $23,115,829.

    13F-HR/A 0000950123-25-005907 filed by JONES FINANCIAL COMPANIES LLLP
    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 798,230 shares
    Change vs previous 13F +452,456 shares

    0.02% of the 13F portfolio, value $20,642,236.

    13F-HR 0000950123-25-000990 filed by JONES FINANCIAL COMPANIES LLLP
    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 345,774 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $17,783,391.

    13F-HR 0000950123-24-010967 filed by JONES FINANCIAL COMPANIES LLLP
    Filed (acceptance time not in the bulk data set), ingested

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