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Disclosery

Choate Investment Advisors: SCHW position timeline

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

Choate Investment Advisors held 32,941 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 32,941 shares
    Change vs previous 13F -1,128 shares

    0.05% of the 13F portfolio, value $3,039,478.

    13F-HR 0001398344-26-014036 filed by Choate Investment Advisors
    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 34,069 shares
    Change vs previous 13F +74 shares

    0.06% of the 13F portfolio, value $3,201,817.

    13F-HR 0001398344-26-009072 filed by Choate Investment Advisors
    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 33,995 shares
    Change vs previous 13F -645 shares

    0.07% of the 13F portfolio, value $3,396,453.

    13F-HR 0001398344-26-002491 filed by Choate Investment Advisors
    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 34,640 shares
    Change vs previous 13F +165 shares

    0.07% of the 13F portfolio, value $3,307,090.

    13F-HR 0001398344-25-020572 filed by Choate Investment Advisors
    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 34,475 shares
    Change vs previous 13F -1,551 shares

    0.07% of the 13F portfolio, value $3,145,511.

    13F-HR 0001398344-25-015075 filed by Choate Investment Advisors
    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 36,026 shares
    Change vs previous 13F -66 shares

    0.07% of the 13F portfolio, value $2,820,125.

    13F-HR 0001398344-25-009417 filed by Choate Investment Advisors
    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 36,092 shares
    Change vs previous 13F -1,544 shares

    0.06% of the 13F portfolio, value $2,671,179.

    13F-HR 0001398344-25-002290 filed by Choate Investment Advisors
    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 37,636 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,439,189.

    13F-HR 0001398344-24-020612 filed by Choate Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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