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JONES FINANCIAL COMPANIES LLLP: SCHZ position timeline

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

JONES FINANCIAL COMPANIES LLLP held 2,278,622 SCHZ 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 2,278,622 shares
    Change vs previous 13F +381,229 shares

    0.02% of the 13F portfolio, value $52,928,167.

    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 1,897,393 shares
    Change vs previous 13F +414,517 shares

    0.02% of the 13F portfolio, value $43,741,939.

    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 1,482,876 shares
    Change vs previous 13F +311,488 shares

    0.02% of the 13F portfolio, value $34,654,804.

    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 1,171,388 shares
    Change vs previous 13F +157,531 shares

    0.02% of the 13F portfolio, value $27,436,004.

    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 1,013,857 shares
    Change vs previous 13F +95,538 shares

    0.02% of the 13F portfolio, value $23,474,395.

    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 918,319 shares
    Change vs previous 13F +133,365 shares

    0.02% of the 13F portfolio, value $21,241,994.

    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 784,954 shares
    Change vs previous 13F +462,422 shares

    0.02% of the 13F portfolio, value $17,818,447.

    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 322,532 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $15,356,862.

    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).