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Disclosery

Clear Harbor Asset Management, LLC: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clear Harbor Asset Management, LLC on SCHW, newest first. How the timeline and the estimate are built.

Clear Harbor Asset Management, LLC held 17,875 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,875 shares
    Change vs previous 13F +1,999 shares

    0.1% of the 13F portfolio, value $1,649,288.

    13F-HR 0001172661-26-003347 filed by Clear Harbor Asset Management, LLC
    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 15,876 shares
    Change vs previous 13F +265 shares

    0.1% of the 13F portfolio, value $1,492,026.

    13F-HR 0001172661-26-001602 filed by Clear Harbor Asset Management, LLC
    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 15,611 shares
    Change vs previous 13F +90 shares

    0.11% of the 13F portfolio, value $1,559,695.

    13F-HR 0001172661-26-000563 filed by Clear Harbor Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F/A 15,521 shares
    Change vs previous 13F -320 shares

    0.1% of the 13F portfolio, value $1,481,790.

    13F-HR/A 0001172661-25-004879 filed by Clear Harbor Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 15,841 shares
    Change vs previous 13F -580 shares

    0.11% of the 13F portfolio, value $1,445,333.

    13F-HR 0001172661-25-002574 filed by Clear Harbor Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 16,421 shares
    Change vs previous 13F -1,100 shares

    0.1% of the 13F portfolio, value $1,285,436.

    13F-HR 0001172661-25-002162 filed by Clear Harbor Asset Management, LLC
    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 17,521 shares
    Change vs previous 13F -10 shares

    0.1% of the 13F portfolio, value $1,296,729.

    13F-HR 0001172661-25-000240 filed by Clear Harbor Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 17,531 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,136,184.

    13F-HR 0001172661-24-004347 filed by Clear Harbor Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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