Skip to content
Disclosery

Gotham Asset Management, LLC: SCHW position timeline

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

Gotham Asset Management, LLC held 42,753 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,753 shares
    Change vs previous 13F -1,740 shares

    0.01% of the 13F portfolio, value $3,944,819.

    13F-HR 0001398344-26-014644 filed by Gotham 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 44,493 shares
    Change vs previous 13F -1,418 shares

    0.01% of the 13F portfolio, value $4,181,452.

    13F-HR 0001398344-26-009299 filed by Gotham 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 45,911 shares
    Change vs previous 13F -1,129 shares

    0.02% of the 13F portfolio, value $4,586,968.

    13F-HR 0001398344-26-003287 filed by Gotham 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 47,040 shares
    Change vs previous 13F +7,897 shares

    0.02% of the 13F portfolio, value $4,490,909.

    13F-HR 0001398344-25-020991 filed by Gotham 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 39,143 shares
    Change vs previous 13F +7,983 shares

    0.02% of the 13F portfolio, value $3,571,407.

    13F-HR 0001398344-25-015658 filed by Gotham 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 31,160 shares
    Change vs previous 13F +547 shares

    0.02% of the 13F portfolio, value $2,439,205.

    13F-HR 0001398344-25-009635 filed by Gotham 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 30,613 shares
    Change vs previous 13F +718 shares

    0.02% of the 13F portfolio, value $2,265,668.

    13F-HR 0001398344-25-002899 filed by Gotham 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 29,895 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,937,495.

    13F-HR 0001398344-24-020856 filed by Gotham Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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