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Aljian Capital Management, LLC: SCHW position timeline

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

Aljian Capital Management, LLC held 4,906 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,906 shares
    Change vs previous 13F +6 shares

    0.08% of the 13F portfolio, value $452,708.

    13F-HR 0001731260-26-000003 filed by Aljian 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 4,900 shares
    Change vs previous 13F +7 shares

    0.09% of the 13F portfolio, value $460,475.

    13F-HR 0001731260-26-000002 filed by Aljian 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 4,893 shares
    Change vs previous 13F +5 shares

    0.1% of the 13F portfolio, value $488,902.

    13F-HR 0001731260-26-000001 filed by Aljian 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 4,888 shares
    Change vs previous 13F +5 shares

    0.09% of the 13F portfolio, value $466,657.

    13F-HR 0001731260-25-000002 filed by Aljian 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 4,883 shares
    Change vs previous 13F +5 shares

    0.1% of the 13F portfolio, value $445,522.

    13F-HR 0001085146-25-004471 filed by Aljian 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 4,878 shares
    Change vs previous 13F +7 shares

    0.09% of the 13F portfolio, value $381,812.

    13F-HR 0001085146-25-002328 filed by Aljian 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 4,871 shares
    Change vs previous 13F +5 shares

    0.08% of the 13F portfolio, value $360,540.

    13F-HR 0001085146-25-000623 filed by Aljian 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 4,866 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $315,374.

    13F-HR 0001085146-24-005394 filed by Aljian Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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