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Disclosery

Estabrook Capital Management: SCHW position timeline

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

Estabrook Capital Management held 565 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 565 shares
    Change vs previous 13F +50 shares

    0.01% of the 13F portfolio, value $52,133.

    13F-HR 0001344717-26-000007 filed by Estabrook 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 515 shares
    Change vs previous 13F +120 shares

    0.01% of the 13F portfolio, value $48,400.

    13F-HR 0001344717-26-000003 filed by Estabrook 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 395 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $39,464.

    13F-HR 0001344717-26-000002 filed by Estabrook 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 395 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $37,711.

    13F-HR 0001344717-25-000014 filed by Estabrook 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 395 shares
    Change vs previous 13F -1,500 shares

    0.01% of the 13F portfolio, value $36,040.

    13F-HR 0001344717-25-000011 filed by Estabrook 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 1,895 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $148,341.

    13F-HR 0001344717-25-000004 filed by Estabrook 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 1,895 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $140,249.

    13F-HR 0001344717-25-000002 filed by Estabrook 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 1,895 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $122,815.

    13F-HR 0001344717-24-000022 filed by Estabrook Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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