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DELTA CAPITAL MANAGEMENT LLC: SCHW position timeline

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

DELTA CAPITAL MANAGEMENT LLC held 46,425 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,425 shares
    Change vs previous 13F +1,080 shares

    1.97% of the 13F portfolio, value $4,284,000.

    13F-HR 0000893738-26-000003 filed by DELTA CAPITAL 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 45,345 shares
    Change vs previous 13F -40 shares

    2.35% of the 13F portfolio, value $4,262,000.

    13F-HR 0000893738-26-000002 filed by DELTA CAPITAL 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 45,385 shares
    Change vs previous 13F -7,360 shares

    2.55% of the 13F portfolio, value $4,534,000.

    13F-HR 0000893738-26-000001 filed by DELTA CAPITAL 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 52,745 shares
    Change vs previous 13F -105 shares

    2.6% of the 13F portfolio, value $5,036,000.

    13F-HR 0000893738-25-000005 filed by DELTA CAPITAL 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 52,850 shares
    Change vs previous 13F 0 shares

    2.7% of the 13F portfolio, value $4,822,000.

    13F-HR 0000893738-25-000003 filed by DELTA CAPITAL 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 52,850 shares
    Change vs previous 13F -1,660 shares

    2.4% of the 13F portfolio, value $4,137,000.

    13F-HR 0000893738-25-000002 filed by DELTA CAPITAL 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 54,510 shares
    Change vs previous 13F -80 shares

    2.3% of the 13F portfolio, value $4,034,000.

    13F-HR 0000893738-25-000001 filed by DELTA CAPITAL 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 54,590 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $3,538,000.

    13F-HR 0000893738-24-000005 filed by DELTA CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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