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JONES FINANCIAL COMPANIES LLLP: SCHX position timeline

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

JONES FINANCIAL COMPANIES LLLP held 4,524,404 SCHX 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 4,524,404 shares
    Change vs previous 13F +1,168,165 shares

    0.05% of the 13F portfolio, value $130,431,552.

    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 3,356,239 shares
    Change vs previous 13F +825,948 shares

    0.04% of the 13F portfolio, value $84,111,090.

    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 2,530,291 shares
    Change vs previous 13F +218,236 shares

    0.04% of the 13F portfolio, value $68,090,124.

    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 2,312,055 shares
    Change vs previous 13F +66,197 shares

    0.04% of the 13F portfolio, value $60,591,813.

    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 2,245,858 shares
    Change vs previous 13F +880,670 shares

    0.04% of the 13F portfolio, value $54,670,527.

    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 1,365,188 shares
    Change vs previous 13F +364,359 shares

    0.03% of the 13F portfolio, value $30,011,017.

    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 1,000,829 shares
    Change vs previous 13F +729,112 shares

    0.02% of the 13F portfolio, value $23,199,222.

    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 271,717 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $18,392,593.

    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).