Skip to content
Disclosery

Ethic Inc.: SCHW position timeline

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

Ethic Inc. held 204,339 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 204,339 shares
    Change vs previous 13F +17,677 shares

    0.24% of the 13F portfolio, value $18,854,395.

    13F-HR 0001780570-26-000005 filed by Ethic 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 186,662 shares
    Change vs previous 13F -1,295 shares

    0.27% of the 13F portfolio, value $17,542,540.

    13F-HR 0001780570-26-000004 filed by Ethic 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 187,957 shares
    Change vs previous 13F +11,339 shares

    0.29% of the 13F portfolio, value $18,778,833.

    13F-HR 0001780570-26-000002 filed by Ethic 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 176,618 shares
    Change vs previous 13F +3,432 shares

    0.28% of the 13F portfolio, value $16,861,684.

    13F-HR 0001780570-25-000008 filed by Ethic 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 173,186 shares
    Change vs previous 13F +17,797 shares

    0.28% of the 13F portfolio, value $15,583,247.

    13F-HR 0001780570-25-000005 filed by Ethic 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 155,389 shares
    Change vs previous 13F +2,591 shares

    0.24% of the 13F portfolio, value $12,069,079.

    13F-HR 0001780570-25-000003 filed by Ethic 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 152,798 shares
    Change vs previous 13F +20,377 shares

    0.23% of the 13F portfolio, value $11,308,582.

    13F-HR 0001780570-25-000002 filed by Ethic 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 132,421 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $9,579,351.

    13F-HR 0001780570-24-000010 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

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