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Disclosery

BARR E S & CO: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BARR E S & CO on SCHW, newest first. How the timeline and the estimate are built.

BARR E S & CO held 739,955 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 739,955 shares
    Change vs previous 13F -6,172 shares

    3.83% of the 13F portfolio, value $68,275,673.

    13F-HR 0001040210-26-000005 filed by BARR E S & CO
    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 746,127 shares
    Change vs previous 13F -10,761 shares

    4.08% of the 13F portfolio, value $70,120,970.

    13F-HR 0001040210-26-000003 filed by BARR E S & CO
    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 756,888 shares
    Change vs previous 13F -6,812 shares

    3.94% of the 13F portfolio, value $75,620,635.

    13F-HR 0001040210-26-000001 filed by BARR E S & CO
    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 763,700 shares
    Change vs previous 13F -21,065 shares

    3.95% of the 13F portfolio, value $72,910,466.

    13F-HR 0001040210-25-000008 filed by BARR E S & CO
    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 784,765 shares
    Change vs previous 13F -9,935 shares

    4.1% of the 13F portfolio, value $71,601,969.

    13F-HR 0001040210-25-000004 filed by BARR E S & CO
    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 794,700 shares
    Change vs previous 13F -3,379 shares

    3.78% of the 13F portfolio, value $62,209,096.

    13F-HR 0001040210-25-000003 filed by BARR E S & CO
    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 798,079 shares
    Change vs previous 13F -496 shares

    3.49% of the 13F portfolio, value $59,065,837.

    13F-HR 0001040210-25-000002 filed by BARR E S & CO
    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 798,575 shares
    Change vs previous 13F not available

    3.23% of the 13F portfolio, value $51,755,632.

    13F-HR 0001040210-24-000006 filed by BARR E S & CO
    Filed (acceptance time not in the bulk data set), ingested

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