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Disclosery

Blume Capital Management, Inc.: SCHW position timeline

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

Blume Capital Management, Inc. held 169,578 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 169,578 shares
    Change vs previous 13F +1,623 shares

    2.32% of the 13F portfolio, value $15,646,963.

    13F-HR 0001587192-26-000003 filed by Blume Capital Management, Inc.
    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 167,955 shares
    Change vs previous 13F -159 shares

    2.69% of the 13F portfolio, value $15,784,411.

    13F-HR 0001587192-26-000002 filed by Blume Capital Management, Inc.
    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 168,114 shares
    Change vs previous 13F -270 shares

    3.09% of the 13F portfolio, value $16,796,270.

    13F-HR 0001587192-26-000001 filed by Blume Capital Management, Inc.
    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 168,384 shares
    Change vs previous 13F -1,070 shares

    3.09% of the 13F portfolio, value $16,075,621.

    13F-HR 0001587192-25-000008 filed by Blume Capital Management, Inc.
    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 169,454 shares
    Change vs previous 13F -10,166 shares

    3.15% of the 13F portfolio, value $15,460,983.

    13F-HR 0001587192-25-000006 filed by Blume Capital Management, Inc.
    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 179,620 shares
    Change vs previous 13F -814 shares

    3.15% of the 13F portfolio, value $14,060,654.

    13F-HR 0001587192-25-000002 filed by Blume Capital Management, Inc.
    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 180,434 shares
    Change vs previous 13F -1,800 shares

    3% of the 13F portfolio, value $13,353,921.

    13F-HR 0001587192-25-000001 filed by Blume Capital Management, Inc.
    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 182,234 shares
    Change vs previous 13F not available

    2.67% of the 13F portfolio, value $11,810,586.

    13F-HR 0001587192-24-000009 filed by Blume Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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