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Chesley Taft & Associates LLC: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Chesley Taft & Associates LLC on SCHW, newest first. How the timeline and the estimate are built.

Chesley Taft & Associates LLC held 22,641 SCHW shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 22,641 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $2,212,932.

    13F-HR 0001164632-26-000006 filed by Chesley Taft & Associates LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 22,641 shares
    Change vs previous 13F -598 shares

    0.08% of the 13F portfolio, value $2,089,085.

    13F-HR 0001164632-26-000004 filed by Chesley Taft & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 23,239 shares
    Change vs previous 13F -81 shares

    0.09% of the 13F portfolio, value $2,184,001.

    13F-HR 0001164632-26-000002 filed by Chesley Taft & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 23,320 shares
    Change vs previous 13F -289 shares

    0.09% of the 13F portfolio, value $2,329,901.

    13F-HR 0001164632-26-000001 filed by Chesley Taft & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 23,609 shares
    Change vs previous 13F -14 shares

    0.1% of the 13F portfolio, value $2,253,951.

    13F-HR 0001085146-25-005836 filed by Chesley Taft & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 23,623 shares
    Change vs previous 13F +750 shares

    0.1% of the 13F portfolio, value $2,155,363.

    13F-HR 0001085146-25-003693 filed by Chesley Taft & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 22,873 shares
    Change vs previous 13F -275 shares

    0.09% of the 13F portfolio, value $1,790,498.

    13F-HR 0001085146-25-002016 filed by Chesley Taft & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 23,148 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,713,183.

    13F-HR 0001085146-25-000305 filed by Chesley Taft & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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