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Edgemoor Investment Advisors, Inc.: SCHW position timeline

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

Edgemoor Investment Advisors, Inc. held 193,819 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 193,819 shares
    Change vs previous 13F +4,335 shares

    1.22% of the 13F portfolio, value $17,883,700.

    13F-HR 0001398344-26-013761 filed by Edgemoor Investment Advisors, Inc.
    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 189,484 shares
    Change vs previous 13F +3,117 shares

    1.4% of the 13F portfolio, value $17,807,727.

    13F-HR 0001398344-26-009044 filed by Edgemoor Investment Advisors, Inc.
    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 186,367 shares
    Change vs previous 13F +6,312 shares

    1.45% of the 13F portfolio, value $18,619,949.

    13F-HR 0001398344-26-002566 filed by Edgemoor Investment Advisors, Inc.
    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 180,055 shares
    Change vs previous 13F +154 shares

    1.33% of the 13F portfolio, value $17,189,865.

    13F-HR 0001398344-25-020409 filed by Edgemoor Investment Advisors, Inc.
    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 179,901 shares
    Change vs previous 13F +1,691 shares

    1.42% of the 13F portfolio, value $16,414,245.

    13F-HR 0001398344-25-014950 filed by Edgemoor Investment Advisors, Inc.
    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 178,210 shares
    Change vs previous 13F +1,816 shares

    1.28% of the 13F portfolio, value $13,950,321.

    13F-HR 0001398344-25-008646 filed by Edgemoor Investment Advisors, Inc.
    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 176,394 shares
    Change vs previous 13F +1,733 shares

    1.15% of the 13F portfolio, value $13,054,949.

    13F-HR 0001398344-25-002339 filed by Edgemoor Investment Advisors, Inc.
    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 174,661 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $11,319,805.

    13F-HR 0001398344-24-020440 filed by Edgemoor Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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