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Disclosery

Capital Investment Counsel, Inc: SCHW position timeline

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

Capital Investment Counsel, Inc held 81,255 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 81,255 shares
    Change vs previous 13F -1,699 shares

    0.81% of the 13F portfolio, value $7,497,419.

    13F-HR 0001398344-26-012729 filed by Capital Investment Counsel, 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 82,954 shares
    Change vs previous 13F -3,310 shares

    0.96% of the 13F portfolio, value $7,796,063.

    13F-HR 0001398344-26-006787 filed by Capital Investment Counsel, 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 86,264 shares
    Change vs previous 13F -2,174 shares

    1.01% of the 13F portfolio, value $8,618,617.

    13F-HR 0001398344-26-001082 filed by Capital Investment Counsel, 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 88,438 shares
    Change vs previous 13F -2,575 shares

    1.03% of the 13F portfolio, value $8,443,195.

    13F-HR 0001398344-25-020096 filed by Capital Investment Counsel, 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 91,013 shares
    Change vs previous 13F +56 shares

    1.1% of the 13F portfolio, value $8,303,992.

    13F-HR 0001398344-25-014802 filed by Capital Investment Counsel, 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 90,957 shares
    Change vs previous 13F +966 shares

    1.06% of the 13F portfolio, value $7,120,114.

    13F-HR 0001398344-25-007911 filed by Capital Investment Counsel, 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 89,991 shares
    Change vs previous 13F -2,550 shares

    1% of the 13F portfolio, value $6,660,257.

    13F-HR 0001398344-25-001655 filed by Capital Investment Counsel, 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 92,541 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $5,997,562.

    13F-HR 0001398344-24-019159 filed by Capital Investment Counsel, Inc
    Filed (acceptance time not in the bulk data set), ingested

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