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Bleakley Financial Group, LLC: SCHW position timeline

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

Bleakley Financial Group, LLC held 40,794 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,794 shares
    Change vs previous 13F +4,698 shares

    0.05% of the 13F portfolio, value $3,764,071.

    13F-HR 0001936953-26-000004 filed by Bleakley Financial Group, 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 36,096 shares
    Change vs previous 13F +1,489 shares

    0.05% of the 13F portfolio, value $3,392,285.

    13F-HR 0001936953-26-000003 filed by Bleakley Financial Group, 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 34,607 shares
    Change vs previous 13F +5,695 shares

    0.06% of the 13F portfolio, value $3,457,574.

    13F-HR 0001936953-26-000001 filed by Bleakley Financial Group, 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 28,912 shares
    Change vs previous 13F +990 shares

    0.06% of the 13F portfolio, value $2,760,259.

    13F-HR 0001936953-25-000006 filed by Bleakley Financial Group, 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 27,922 shares
    Change vs previous 13F +1,496 shares

    0.06% of the 13F portfolio, value $2,547,623.

    13F-HR 0001936953-25-000004 filed by Bleakley Financial Group, 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 26,426 shares
    Change vs previous 13F +1,082 shares

    0.07% of the 13F portfolio, value $2,068,601.

    13F-HR 0001936953-25-000003 filed by Bleakley Financial Group, 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 25,344 shares
    Change vs previous 13F +228 shares

    0.06% of the 13F portfolio, value $1,875,678.

    13F-HR 0001936953-25-000001 filed by Bleakley Financial Group, 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 25,116 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,627,800.

    13F-HR 0001936953-24-000006 filed by Bleakley Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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