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Disclosery

Grassi Investment Management: SCHW position timeline

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

Grassi Investment Management held 117,018 SCHW shares at 2025-06-30 per its 13F-HR filed 2025-07-21.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 117,018 shares
    Change vs previous 13F -1,500 shares

    0.85% of the 13F portfolio, value $10,677,000.

    13F-HR 0001608531-25-000006 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 118,518 shares
    Change vs previous 13F -200 shares

    0.86% of the 13F portfolio, value $9,278,000.

    13F-HR 0001608531-25-000005 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F/A 118,718 shares
    Change vs previous 13F -900 shares

    0.75% of the 13F portfolio, value $8,786,000.

    13F-HR/A 0001608531-25-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 119,618 shares
    Change vs previous 13F -1,725 shares

    0.67% of the 13F portfolio, value $7,752,000.

    13F-HR 0001608531-24-000005 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 121,343 shares
    Change vs previous 13F -200 shares

    0.79% of the 13F portfolio, value $8,942,000.

    13F-HR 0001608531-24-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 121,543 shares
    Change vs previous 13F -4,000 shares

    0.8% of the 13F portfolio, value $8,792,000.

    13F-HR 0001608531-24-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 125,543 shares
    Change vs previous 13F +30,300 shares

    0.91% of the 13F portfolio, value $8,637,000.

    13F-HR 0001608531-24-000001 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 95,243 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $5,229,000.

    13F-HR 0001608531-23-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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