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JONES FINANCIAL COMPANIES LLLP: SCHC position timeline

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

JONES FINANCIAL COMPANIES LLLP held 2,512,185 SCHC 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 2,512,185 shares
    Change vs previous 13F +909,207 shares

    0.05% of the 13F portfolio, value $120,006,737.

    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 1,602,978 shares
    Change vs previous 13F +555,641 shares

    0.03% of the 13F portfolio, value $72,784,923.

    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 1,047,337 shares
    Change vs previous 13F +361,221 shares

    0.03% of the 13F portfolio, value $47,685,256.

    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 686,116 shares
    Change vs previous 13F +72,410 shares

    0.02% of the 13F portfolio, value $31,024,177.

    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 613,706 shares
    Change vs previous 13F +155,321 shares

    0.02% of the 13F portfolio, value $25,978,823.

    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 458,385 shares
    Change vs previous 13F +44,735 shares

    0.01% of the 13F portfolio, value $16,539,497.

    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 413,650 shares
    Change vs previous 13F +93,313 shares

    0.01% of the 13F portfolio, value $14,200,603.

    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 320,337 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $12,359,972.

    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).