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Disclosery

Eagle Ridge Investment Management: SCHW position timeline

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

Eagle Ridge Investment Management held 363,344 SCHW shares at 2024-12-31 per its 13F-HR filed 2025-01-27.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 363,344 shares
    Change vs previous 13F +1,338 shares

    2.35% of the 13F portfolio, value $26,891,089.

    13F-HR 0001062993-25-001116 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 362,006 shares
    Change vs previous 13F +5,616 shares

    2.06% of the 13F portfolio, value $23,461,609.

    13F-HR 0001062993-24-017890 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 356,390 shares
    Change vs previous 13F -639 shares

    2.43% of the 13F portfolio, value $26,262,379.

    13F-HR 0001062993-24-014046 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 357,029 shares
    Change vs previous 13F +1,405 shares

    2.38% of the 13F portfolio, value $25,827,478.

    13F-HR 0001062993-24-008539 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 355,624 shares
    Change vs previous 13F -3,082 shares

    2.4% of the 13F portfolio, value $24,466,931.

    13F-HR 0001062993-24-001929 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 358,706 shares
    Change vs previous 13F +812 shares

    2.15% of the 13F portfolio, value $19,692,959.

    13F-HR 0001062993-23-019640 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 357,894 shares
    Change vs previous 13F -640 shares

    2.13% of the 13F portfolio, value $20,285,432.

    13F-HR 0001062993-23-014973 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 358,534 shares
    Change vs previous 13F not available

    2.11% of the 13F portfolio, value $18,780,011.

    13F-HR 0001062993-23-009249 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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