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JONES FINANCIAL COMPANIES LLLP: SCHM position timeline

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

JONES FINANCIAL COMPANIES LLLP held 7,349,241 SCHM 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 7,349,241 shares
    Change vs previous 13F +2,558,214 shares

    0.11% of the 13F portfolio, value $266,237,252.

    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 4,791,027 shares
    Change vs previous 13F +1,296,395 shares

    0.07% of the 13F portfolio, value $145,473,243.

    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 3,494,632 shares
    Change vs previous 13F +964,123 shares

    0.06% of the 13F portfolio, value $105,117,591.

    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 2,530,509 shares
    Change vs previous 13F +257,268 shares

    0.05% of the 13F portfolio, value $74,941,776.

    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 2,273,241 shares
    Change vs previous 13F +615,039 shares

    0.05% of the 13F portfolio, value $63,581,972.

    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 1,658,202 shares
    Change vs previous 13F +368,908 shares

    0.04% of the 13F portfolio, value $43,409,052.

    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 1,289,294 shares
    Change vs previous 13F +978,642 shares

    0.03% of the 13F portfolio, value $35,726,333.

    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 310,652 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $25,813,647.

    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).