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Crestwood Advisors Group, LLC: SCHW position timeline

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

Crestwood Advisors Group, LLC held 114,586 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 114,586 shares
    Change vs previous 13F -18,808 shares

    0.16% of the 13F portfolio, value $10,571,989.

    13F-HR 0001426853-26-000003 filed by Crestwood Advisors Group, 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 133,394 shares
    Change vs previous 13F +5,561 shares

    0.21% of the 13F portfolio, value $12,535,731.

    13F-HR 0001426853-26-000002 filed by Crestwood Advisors Group, 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 127,833 shares
    Change vs previous 13F -4,277 shares

    0.21% of the 13F portfolio, value $12,772,223.

    13F-HR 0001426853-26-000001 filed by Crestwood Advisors Group, 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 132,110 shares
    Change vs previous 13F -4,132 shares

    0.21% of the 13F portfolio, value $12,613,601.

    13F-HR 0001426853-25-000009 filed by Crestwood Advisors Group, 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 136,242 shares
    Change vs previous 13F -504,686 shares

    0.22% of the 13F portfolio, value $12,430,038.

    13F-HR 0001426853-25-000007 filed by Crestwood Advisors Group, 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 640,928 shares
    Change vs previous 13F -17,887 shares

    0.95% of the 13F portfolio, value $50,171,862.

    13F-HR 0001426853-25-000002 filed by Crestwood Advisors Group, 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 658,815 shares
    Change vs previous 13F -7,516 shares

    0.91% of the 13F portfolio, value $48,758,917.

    13F-HR 0001426853-25-000001 filed by Crestwood Advisors Group, 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 666,331 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $43,184,568.

    13F-HR 0001426853-24-000010 filed by Crestwood Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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