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Disclosery

D.A. DAVIDSON & CO.: SCHW position timeline

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

D.A. DAVIDSON & CO. held 424,820 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 424,820 shares
    Change vs previous 13F -5,499 shares

    0.22% of the 13F portfolio, value $39,198,195.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 430,319 shares
    Change vs previous 13F +20,127 shares

    0.25% of the 13F portfolio, value $40,441,383.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 410,192 shares
    Change vs previous 13F +45,432 shares

    0.25% of the 13F portfolio, value $40,982,284.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    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 364,760 shares
    Change vs previous 13F -8,532 shares

    0.22% of the 13F portfolio, value $34,823,657.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    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 373,292 shares
    Change vs previous 13F -6,967 shares

    0.24% of the 13F portfolio, value $34,059,250.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    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 380,259 shares
    Change vs previous 13F +1,932 shares

    0.24% of the 13F portfolio, value $29,766,694.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    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 378,327 shares
    Change vs previous 13F -7,643 shares

    0.23% of the 13F portfolio, value $28,000,020.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    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 385,970 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $25,014,744.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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