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Cascade Investment Advisors, Inc.: SCHW position timeline

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

Cascade Investment Advisors, Inc. held 34,445 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,445 shares
    Change vs previous 13F +545 shares

    1.73% of the 13F portfolio, value $3,178,240.

    13F-HR 0001941040-26-000420 filed by Cascade Investment Advisors, 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 33,900 shares
    Change vs previous 13F -255 shares

    1.89% of the 13F portfolio, value $3,185,922.

    13F-HR 0001941040-26-000219 filed by Cascade Investment Advisors, 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 34,155 shares
    Change vs previous 13F -1,430 shares

    2.01% of the 13F portfolio, value $3,412,426.

    13F-HR 0001941040-26-000020 filed by Cascade Investment Advisors, 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 35,585 shares
    Change vs previous 13F -365 shares

    2.06% of the 13F portfolio, value $3,397,300.

    13F-HR 0001941040-25-000537 filed by Cascade Investment Advisors, 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 35,950 shares
    Change vs previous 13F -1,435 shares

    2.11% of the 13F portfolio, value $3,280,078.

    13F-HR 0001941040-25-000361 filed by Cascade Investment Advisors, 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 37,385 shares
    Change vs previous 13F +20 shares

    1.98% of the 13F portfolio, value $2,926,498.

    13F-HR 0001941040-25-000191 filed by Cascade Investment Advisors, 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 37,365 shares
    Change vs previous 13F +110 shares

    1.77% of the 13F portfolio, value $2,765,384.

    13F-HR 0001941040-25-000028 filed by Cascade Investment Advisors, 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 37,255 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $2,414,497.

    13F-HR 0001941040-24-000414 filed by Cascade Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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