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Disclosery

Epoch Investment Partners, Inc.: SCHW position timeline

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

Epoch Investment Partners, Inc. held 181,952 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 181,952 shares
    Change vs previous 13F -47,678 shares

    0.1% of the 13F portfolio, value $16,788,711.

    13F-HR 0001172661-26-003392 filed by Epoch Investment Partners, 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 229,630 shares
    Change vs previous 13F -12,905 shares

    0.13% of the 13F portfolio, value $21,580,627.

    13F-HR 0001172661-26-001965 filed by Epoch Investment Partners, 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 242,535 shares
    Change vs previous 13F +35,254 shares

    0.14% of the 13F portfolio, value $24,231,671.

    13F-HR 0001172661-26-000792 filed by Epoch Investment Partners, 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 207,281 shares
    Change vs previous 13F -94,160 shares

    0.11% of the 13F portfolio, value $19,789,117.

    13F-HR 0001172661-25-004773 filed by Epoch Investment Partners, 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 301,441 shares
    Change vs previous 13F +967 shares

    0.14% of the 13F portfolio, value $27,503,477.

    13F-HR 0001172661-25-003170 filed by Epoch Investment Partners, 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 300,474 shares
    Change vs previous 13F +300,474 shares

    0.12% of the 13F portfolio, value $23,521,105.

    13F-HR 0001172661-25-001908 filed by Epoch Investment Partners, 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 0 shares
    Change vs previous 13F -35,642 shares

    13F-HR 0001172661-25-000806 filed by Epoch Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 35,642 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,309,958.

    13F-HR 0001172661-24-004644 filed by Epoch Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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