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Advisors Capital Management, LLC: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Capital Management, LLC on SCHW, newest first. How the timeline and the estimate are built.

Advisors Capital Management, LLC held 132,224 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 132,224 shares
    Change vs previous 13F +951 shares

    0.13% of the 13F portfolio, value $12,200,354.

    13F-HR 0002063364-26-000293 filed by Advisors Capital Management, LLC
    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 131,273 shares
    Change vs previous 13F +2,191 shares

    0.14% of the 13F portfolio, value $12,337,115.

    13F-HR 0002063364-26-000145 filed by Advisors Capital Management, LLC
    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 129,082 shares
    Change vs previous 13F -2,483 shares

    0.15% of the 13F portfolio, value $12,896,679.

    13F-HR 0002063364-26-000044 filed by Advisors Capital Management, LLC
    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 131,565 shares
    Change vs previous 13F -2,014 shares

    0.16% of the 13F portfolio, value $12,560,581.

    13F-HR 0002063364-25-000276 filed by Advisors Capital Management, LLC
    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 133,579 shares
    Change vs previous 13F -1,208 shares

    0.17% of the 13F portfolio, value $12,187,761.

    13F-HR 0002063364-25-000193 filed by Advisors Capital Management, LLC
    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 134,787 shares
    Change vs previous 13F +18,451 shares

    0.16% of the 13F portfolio, value $10,551,130.

    13F-HR 0002063364-25-000095 filed by Advisors Capital Management, LLC
    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 116,336 shares
    Change vs previous 13F +17,483 shares

    0.14% of the 13F portfolio, value $8,610,096.

    13F-HR 0001345576-25-000009 filed by Advisors Capital Management, LLC
    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 98,853 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $6,407,000.

    13F-HR 0001345576-24-000009 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).