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Disclosery

Gemmer Asset Management LLC: SCHW position timeline

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

Gemmer Asset Management LLC held 3,733 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,733 shares
    Change vs previous 13F -57 shares

    0.02% of the 13F portfolio, value $344,444.

    13F-HR 0001420506-26-001235 filed by Gemmer Asset Management LLC
    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 3,790 shares
    Change vs previous 13F -1,338 shares

    0.03% of the 13F portfolio, value $356,184.

    13F-HR 0001420506-26-000710 filed by Gemmer Asset Management LLC
    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 5,128 shares
    Change vs previous 13F -2,060 shares

    0.04% of the 13F portfolio, value $512,338.

    13F-HR 0001420506-26-000092 filed by Gemmer Asset Management LLC
    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 7,188 shares
    Change vs previous 13F -2,770 shares

    0.06% of the 13F portfolio, value $686,238.

    13F-HR 0001420506-25-002854 filed by Gemmer Asset Management LLC
    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 9,958 shares
    Change vs previous 13F -645 shares

    0.08% of the 13F portfolio, value $908,568.

    13F-HR 0001420506-25-001564 filed by Gemmer Asset Management LLC
    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 10,603 shares
    Change vs previous 13F +38 shares

    0.08% of the 13F portfolio, value $830,003.

    13F-HR 0001420506-25-000759 filed by Gemmer Asset Management LLC
    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 10,565 shares
    Change vs previous 13F +81 shares

    0.08% of the 13F portfolio, value $781,915.

    13F-HR 0001420506-25-000032 filed by Gemmer Asset Management LLC
    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 10,484 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $679,469.

    13F-HR 0001420506-24-002178 filed by Gemmer Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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