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FERGUSON WELLMAN CAPITAL MANAGEMENT, INC: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FERGUSON WELLMAN CAPITAL MANAGEMENT, INC on SCHW, newest first. How the timeline and the estimate are built.

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC held 706,350 SCHW shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 706,350 shares
    Change vs previous 13F +34,571 shares

    0.82% of the 13F portfolio, value $69,038,688.

    13F-HR 0000869353-26-000008 filed by FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 671,779 shares
    Change vs previous 13F +282,418 shares

    0.76% of the 13F portfolio, value $61,985,085.

    13F-HR 0000869353-26-000005 filed by FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 389,361 shares
    Change vs previous 13F +59,078 shares

    0.5% of the 13F portfolio, value $36,592,184.

    13F-HR 0000869353-26-000004 filed by FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 330,283 shares
    Change vs previous 13F +325,419 shares

    0.53% of the 13F portfolio, value $32,998,614.

    13F-HR 0000869353-26-000001 filed by FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 4,864 shares
    Change vs previous 13F +2,173 shares

    0.01% of the 13F portfolio, value $464,404.

    13F-HR 0000869353-25-000009 filed by FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,691 shares
    Change vs previous 13F -3,368 shares

    <0.01% of the 13F portfolio, value $245,563.

    13F-HR 0000869353-25-000005 filed by FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 6,059 shares
    Change vs previous 13F +3,143 shares

    0.01% of the 13F portfolio, value $474,329.

    13F-HR 0000869353-25-000004 filed by FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,916 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $215,813.

    13F-HR 0000869353-25-000002 filed by FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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