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Gilman Hill Asset Management, LLC: SCHW position timeline

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

Gilman Hill Asset Management, LLC held 74,515 SCHW shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 74,515 shares
    Change vs previous 13F -1,310 shares

    1.02% of the 13F portfolio, value $7,283,110.

    13F-HR 0001551969-26-000005 filed by Gilman Hill Asset Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 75,825 shares
    Change vs previous 13F +1,477 shares

    0.96% of the 13F portfolio, value $6,996,410.

    13F-HR 0001551969-26-000003 filed by Gilman Hill 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 ended2026-03-31
    13F 74,348 shares
    Change vs previous 13F -1,495 shares

    1.05% of the 13F portfolio, value $6,987,235.

    13F-HR 0001551969-26-000002 filed by Gilman Hill 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 ended2025-12-31
    13F 75,843 shares
    Change vs previous 13F +4,534 shares

    1.19% of the 13F portfolio, value $7,577,429.

    13F-HR 0001551969-26-000001 filed by Gilman Hill 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 ended2025-09-30
    13F 71,309 shares
    Change vs previous 13F +1,790 shares

    1.07% of the 13F portfolio, value $6,807,875.

    13F-HR 0001551969-25-000002 filed by Gilman Hill 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 ended2025-06-30
    13F 69,519 shares
    Change vs previous 13F +366 shares

    1.04% of the 13F portfolio, value $6,342,878.

    13F-HR 0001085146-25-003678 filed by Gilman Hill 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 ended2025-03-31
    13F 69,153 shares
    Change vs previous 13F +2,150 shares

    0.94% of the 13F portfolio, value $5,413,306.

    13F-HR 0001085146-25-002026 filed by Gilman Hill 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 ended2024-12-31
    13F 67,003 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $4,958,861.

    13F-HR 0001085146-25-000244 filed by Gilman Hill Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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