Skip to content
Disclosery

DAVIDSON INVESTMENT ADVISORS: SCHW position timeline

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

DAVIDSON INVESTMENT ADVISORS held 234,899 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 234,899 shares
    Change vs previous 13F -1,035 shares

    0.89% of the 13F portfolio, value $21,674,173.

    13F-HR 0001140771-26-000005 filed by DAVIDSON 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/A 235,934 shares
    Change vs previous 13F -4,896 shares

    0.96% of the 13F portfolio, value $22,173,121.

    13F-HR/A 0001140771-26-000004 filed by DAVIDSON 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 240,830 shares
    Change vs previous 13F -3,661 shares

    1% of the 13F portfolio, value $24,061,371.

    13F-HR 0001140771-26-000001 filed by DAVIDSON 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 244,491 shares
    Change vs previous 13F -2,587 shares

    0.99% of the 13F portfolio, value $23,341,600.

    13F-HR 0001140771-25-000008 filed by DAVIDSON 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 247,078 shares
    Change vs previous 13F +2,870 shares

    1.01% of the 13F portfolio, value $22,543,439.

    13F-HR 0001140771-25-000002 filed by DAVIDSON 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 244,208 shares
    Change vs previous 13F -15,119 shares

    0.94% of the 13F portfolio, value $19,116,638.

    13F-HR 0001140771-25-000001 filed by DAVIDSON 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 259,327 shares
    Change vs previous 13F -3,207 shares

    0.93% of the 13F portfolio, value $19,192,825.

    13F-HR 0001080107-25-000002 filed by DAVIDSON 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 262,534 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $17,014,858.

    13F-HR 0001140771-24-000009 filed by DAVIDSON INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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