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Disclosery

JONES FINANCIAL COMPANIES LLLP: SCHO position timeline

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

JONES FINANCIAL COMPANIES LLLP held 130,098 SCHO 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 130,098 shares
    Change vs previous 13F +27,243 shares

    <0.01% of the 13F portfolio, value $3,141,860.

    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 102,855 shares
    Change vs previous 13F +21,082 shares

    <0.01% of the 13F portfolio, value $2,490,191.

    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 81,773 shares
    Change vs previous 13F +15,732 shares

    <0.01% of the 13F portfolio, value $1,992,812.

    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 66,041 shares
    Change vs previous 13F +11,383 shares

    <0.01% of the 13F portfolio, value $1,610,749.

    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 54,658 shares
    Change vs previous 13F +17,018 shares

    <0.01% of the 13F portfolio, value $1,331,472.

    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 37,640 shares
    Change vs previous 13F +6,956 shares

    <0.01% of the 13F portfolio, value $915,773.

    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 30,684 shares
    Change vs previous 13F +27,583 shares

    <0.01% of the 13F portfolio, value $738,257.

    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 3,101 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $152,104.

    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).