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Disclosery

Columbia Asset Management: SCHW position timeline

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

Columbia Asset Management held 24,616 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,616 shares
    Change vs previous 13F -1,096 shares

    0.39% of the 13F portfolio, value $2,271,318.

    13F-HR 0002085853-26-000792 filed by Columbia Asset Management
    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 25,712 shares
    Change vs previous 13F +82 shares

    0.46% of the 13F portfolio, value $2,416,414.

    13F-HR 0002085853-26-000430 filed by Columbia Asset Management
    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 25,630 shares
    Change vs previous 13F -351 shares

    0.46% of the 13F portfolio, value $2,560,693.

    13F-HR 0002085853-26-000122 filed by Columbia Asset Management
    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 25,981 shares
    Change vs previous 13F +304 shares

    0.46% of the 13F portfolio, value $2,480,406.

    13F-HR 0002085853-25-000221 filed by Columbia Asset Management
    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 25,677 shares
    Change vs previous 13F -281 shares

    0.46% of the 13F portfolio, value $2,342,769.

    13F-HR 0001667731-25-000872 filed by Columbia Asset Management
    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 25,958 shares
    Change vs previous 13F +395 shares

    0.41% of the 13F portfolio, value $2,031,992.

    13F-HR 0001667731-25-000412 filed by Columbia Asset Management
    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 25,563 shares
    Change vs previous 13F +54 shares

    0.36% of the 13F portfolio, value $1,891,918.

    13F-HR 0001667731-25-000251 filed by Columbia Asset Management
    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 25,509 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,653,000.

    13F-HR 0001585047-24-000004 filed by Columbia Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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