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Disclosery

Broderick Brian C: SCHW position timeline

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

Broderick Brian C held 34,152 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,152 shares
    Change vs previous 13F +2,890 shares

    0.49% of the 13F portfolio, value $3,151,204.

    13F-HR 0001314376-26-000005 filed by Broderick Brian C
    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 31,262 shares
    Change vs previous 13F +7,888 shares

    0.54% of the 13F portfolio, value $2,938,001.

    13F-HR 0001314376-26-000002 filed by Broderick Brian C
    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 23,374 shares
    Change vs previous 13F +10,104 shares

    0.44% of the 13F portfolio, value $2,335,296.

    13F-HR 0001314376-26-000001 filed by Broderick Brian C
    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 13,270 shares
    Change vs previous 13F +10,090 shares

    0.24% of the 13F portfolio, value $1,266,887.

    13F-HR 0001314376-25-000009 filed by Broderick Brian C
    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 3,180 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $290,143.

    13F-HR 0001314376-25-000001 filed by Broderick Brian C
    Filed (acceptance time not in the bulk data set), ingested

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