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Disclosery

Carnegie Investment Counsel: SCHW position timeline

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

Carnegie Investment Counsel held 745,872 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 745,872 shares
    Change vs previous 13F -98,105 shares

    1.34% of the 13F portfolio, value $66,909,092.

    13F-HR 0001511506-26-000005 filed by Carnegie Investment Counsel
    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 843,977 shares
    Change vs previous 13F +40,276 shares

    1.51% of the 13F portfolio, value $77,267,770.

    13F-HR 0001511506-26-000004 filed by Carnegie Investment Counsel
    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 803,701 shares
    Change vs previous 13F -10,234 shares

    1.48% of the 13F portfolio, value $80,297,774.

    13F-HR 0001511506-26-000001 filed by Carnegie Investment Counsel
    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 813,935 shares
    Change vs previous 13F -12,404 shares

    1.46% of the 13F portfolio, value $77,706,396.

    13F-HR 0001511506-25-000005 filed by Carnegie Investment Counsel
    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 826,339 shares
    Change vs previous 13F +6,486 shares

    1.52% of the 13F portfolio, value $75,395,168.

    13F-HR 0001085146-25-004339 filed by Carnegie Investment Counsel
    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 819,853 shares
    Change vs previous 13F +364,194 shares

    1.43% of the 13F portfolio, value $60,423,118.

    13F-HR 0001085146-25-002648 filed by Carnegie Investment Counsel
    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 455,659 shares
    Change vs previous 13F -2,865 shares

    0.97% of the 13F portfolio, value $33,723,358.

    13F-HR 0001085146-25-000199 filed by Carnegie Investment Counsel
    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 458,524 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $29,716,867.

    13F-HR 0001085146-24-004838 filed by Carnegie Investment Counsel
    Filed (acceptance time not in the bulk data set), ingested

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