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Generali Asset Management SPA SGR: SCHW position timeline

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

Generali Asset Management SPA SGR held 110,326 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 110,326 shares
    Change vs previous 13F +6,389 shares

    0.18% of the 13F portfolio, value $10,179,780.

    13F-HR 0001123292-26-001028 filed by Generali Asset Management SPA SGR
    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 103,937 shares
    Change vs previous 13F -19,021 shares

    0.2% of the 13F portfolio, value $9,767,999.

    13F-HR 0001123292-26-000597 filed by Generali Asset Management SPA SGR
    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 122,958 shares
    Change vs previous 13F +18,694 shares

    0.25% of the 13F portfolio, value $12,284,734.

    13F-HR 0001123292-26-000085 filed by Generali Asset Management SPA SGR
    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 104,264 shares
    Change vs previous 13F -20,462 shares

    0.21% of the 13F portfolio, value $9,954,084.

    13F-HR 0001123292-25-000576 filed by Generali Asset Management SPA SGR
    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 124,726 shares
    Change vs previous 13F +971 shares

    0.26% of the 13F portfolio, value $11,380,000.

    13F-HR 0001123292-25-000320 filed by Generali Asset Management SPA SGR
    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 123,755 shares
    Change vs previous 13F +51,471 shares

    0.24% of the 13F portfolio, value $9,687,541.

    13F-HR 0001123292-25-000239 filed by Generali Asset Management SPA SGR
    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/A 72,284 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $5,349,739.

    13F-HR/A 0001123292-25-000254 filed by Generali Asset Management SPA SGR
    Filed (acceptance time not in the bulk data set), ingested

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