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JONES FINANCIAL COMPANIES LLLP: SCHW position timeline

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

JONES FINANCIAL COMPANIES LLLP held 1,582,419 SCHW 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 1,582,419 shares
    Change vs previous 13F -120,275 shares

    0.06% of the 13F portfolio, value $143,489,595.

    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 1,702,694 shares
    Change vs previous 13F +1,601,362 shares

    0.08% of the 13F portfolio, value $157,278,496.

    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 101,332 shares
    Change vs previous 13F +47,750 shares

    0.01% of the 13F portfolio, value $10,124,068.

    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 53,582 shares
    Change vs previous 13F +12,409 shares

    <0.01% of the 13F portfolio, value $5,114,950.

    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 41,173 shares
    Change vs previous 13F +15,589 shares

    <0.01% of the 13F portfolio, value $3,705,304.

    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 25,584 shares
    Change vs previous 13F +5,817 shares

    <0.01% of the 13F portfolio, value $1,991,215.

    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 19,767 shares
    Change vs previous 13F +4,230 shares

    <0.01% of the 13F portfolio, value $1,462,938.

    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 15,537 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,001,061.

    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).