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Disclosery

BOYD WATTERSON ASSET MANAGEMENT LLC/OH: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BOYD WATTERSON ASSET MANAGEMENT LLC/OH on SCHW, newest first. How the timeline and the estimate are built.

BOYD WATTERSON ASSET MANAGEMENT LLC/OH held 15,028 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,028 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $1,386,659.

    13F-HR 0001121477-26-000005 filed by BOYD WATTERSON ASSET MANAGEMENT LLC/OH
    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 15,028 shares
    Change vs previous 13F +2,058 shares

    0.43% of the 13F portfolio, value $1,412,358.

    13F-HR 0001121477-26-000004 filed by BOYD WATTERSON ASSET MANAGEMENT LLC/OH
    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 12,970 shares
    Change vs previous 13F +347 shares

    0.37% of the 13F portfolio, value $1,295,860.

    13F-HR 0001121477-26-000002 filed by BOYD WATTERSON ASSET MANAGEMENT LLC/OH
    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 12,623 shares
    Change vs previous 13F +214 shares

    0.36% of the 13F portfolio, value $1,205,144.

    13F-HR 0001121477-25-000011 filed by BOYD WATTERSON ASSET MANAGEMENT LLC/OH
    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 12,409 shares
    Change vs previous 13F +675 shares

    0.36% of the 13F portfolio, value $1,132,223.

    13F-HR 0001121477-25-000009 filed by BOYD WATTERSON ASSET MANAGEMENT LLC/OH
    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 11,734 shares
    Change vs previous 13F +344 shares

    0.29% of the 13F portfolio, value $918,559.

    13F-HR 0001121477-25-000008 filed by BOYD WATTERSON ASSET MANAGEMENT LLC/OH
    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 11,390 shares
    Change vs previous 13F -7,072 shares

    0.23% of the 13F portfolio, value $842,994.

    13F-HR 0001121477-25-000002 filed by BOYD WATTERSON ASSET MANAGEMENT LLC/OH
    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 18,462 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,196,540.

    13F-HR 0001121477-24-000035 filed by BOYD WATTERSON ASSET MANAGEMENT LLC/OH
    Filed (acceptance time not in the bulk data set), ingested

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