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Disclosery

Elgethun Capital Management: SCHW position timeline

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

Elgethun Capital Management held 161,024 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 161,024 shares
    Change vs previous 13F +5,448 shares

    2.07% of the 13F portfolio, value $14,857,666.

    13F-HR 0001420506-26-001332 filed by Elgethun Capital Management
    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 155,576 shares
    Change vs previous 13F -4,728 shares

    2.42% of the 13F portfolio, value $14,621,009.

    13F-HR 0001420506-26-000980 filed by Elgethun Capital Management
    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 160,304 shares
    Change vs previous 13F +931 shares

    2.77% of the 13F portfolio, value $16,016,008.

    13F-HR 0001420506-26-000263 filed by Elgethun Capital Management
    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 159,373 shares
    Change vs previous 13F -1,225 shares

    2.7% of the 13F portfolio, value $14,879,063.

    13F-HR 0001420506-25-003199 filed by Elgethun Capital Management
    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 160,598 shares
    Change vs previous 13F +1,597 shares

    2.95% of the 13F portfolio, value $14,652,920.

    13F-HR 0001420506-25-001875 filed by Elgethun Capital Management
    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 159,001 shares
    Change vs previous 13F +11,227 shares

    2.78% of the 13F portfolio, value $12,446,613.

    13F-HR 0001420506-25-000978 filed by Elgethun Capital Management
    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 147,774 shares
    Change vs previous 13F +2,027 shares

    2.65% of the 13F portfolio, value $10,936,775.

    13F-HR 0001420506-25-000343 filed by Elgethun Capital Management
    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 145,747 shares
    Change vs previous 13F not available

    2.22% of the 13F portfolio, value $9,445,887.

    13F-HR 0001420506-24-002513 filed by Elgethun Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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