Skip to content
Disclosery

Aureus Asset Management, LLC: SCHW position timeline

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

Aureus Asset Management, LLC held 600,554 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 600,554 shares
    Change vs previous 13F -5,010 shares

    3.37% of the 13F portfolio, value $55,413,188.

    13F-HR 0001398344-26-014481 filed by Aureus Asset 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 605,564 shares
    Change vs previous 13F -10,608 shares

    3.79% of the 13F portfolio, value $56,910,892.

    13F-HR 0001381296-26-000002 filed by Aureus Asset 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 616,172 shares
    Change vs previous 13F -5,999 shares

    3.92% of the 13F portfolio, value $61,561,761.

    13F-HR 0001381296-26-000001 filed by Aureus Asset 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 622,171 shares
    Change vs previous 13F -31,344 shares

    3.87% of the 13F portfolio, value $59,398,708.

    13F-HR 0001381296-25-000005 filed by Aureus Asset 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 653,515 shares
    Change vs previous 13F -10,760 shares

    3.81% of the 13F portfolio, value $59,626,687.

    13F-HR 0001381296-25-000003 filed by Aureus Asset 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 664,275 shares
    Change vs previous 13F -3,580 shares

    3.64% of the 13F portfolio, value $51,999,448.

    13F-HR 0001381296-25-000002 filed by Aureus Asset 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 667,855 shares
    Change vs previous 13F -14,281 shares

    3.19% of the 13F portfolio, value $49,427,963.

    13F-HR 0001381296-25-000001 filed by Aureus Asset 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 682,136 shares
    Change vs previous 13F not available

    2.89% of the 13F portfolio, value $44,209,264.

    13F-HR 0001381296-24-000004 filed by Aureus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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