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Disclosery

Boltwood Capital Management: SCHW position timeline

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

Boltwood Capital Management held 8,820 SCHW shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,820 shares
    Change vs previous 13F +360 shares

    0.19% of the 13F portfolio, value $862,067.

    13F-HR 0001563690-26-000005 filed by Boltwood Capital Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,460 shares
    Change vs previous 13F +423 shares

    0.18% of the 13F portfolio, value $780,604.

    13F-HR 0001563690-26-000003 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 8,037 shares
    Change vs previous 13F +256 shares

    0.19% of the 13F portfolio, value $755,317.

    13F-HR 0001563690-26-000002 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 7,781 shares
    Change vs previous 13F -70 shares

    0.2% of the 13F portfolio, value $777,400.

    13F-HR 0001563690-26-000001 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 7,851 shares
    Change vs previous 13F +72 shares

    0.2% of the 13F portfolio, value $749,535.

    13F-HR 0001563690-25-000008 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 7,779 shares
    Change vs previous 13F +62 shares

    0.2% of the 13F portfolio, value $709,756.

    13F-HR 0001563690-25-000006 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 7,717 shares
    Change vs previous 13F -95 shares

    0.18% of the 13F portfolio, value $604,087.

    13F-HR 0001563690-25-000005 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 7,812 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $578,166.

    13F-HR 0001563690-25-000001 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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