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GREAT LAKES ADVISORS, LLC: SCHW position timeline

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

GREAT LAKES ADVISORS, LLC held 687,938 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 687,938 shares
    Change vs previous 13F +593,240 shares

    0.48% of the 13F portfolio, value $63,476,309.

    13F-HR 0001078013-26-000004 filed by GREAT LAKES ADVISORS, 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 94,698 shares
    Change vs previous 13F +1,461 shares

    0.07% of the 13F portfolio, value $8,899,795.

    13F-HR 0001078013-26-000003 filed by GREAT LAKES ADVISORS, 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 93,237 shares
    Change vs previous 13F -2,056 shares

    0.08% of the 13F portfolio, value $9,315,385.

    13F-HR 0001078013-26-000002 filed by GREAT LAKES ADVISORS, 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 95,293 shares
    Change vs previous 13F -12,988 shares

    0.08% of the 13F portfolio, value $9,097,711.

    13F-HR 0001078013-25-000008 filed by GREAT LAKES ADVISORS, 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 108,281 shares
    Change vs previous 13F +1,692 shares

    0.08% of the 13F portfolio, value $9,879,655.

    13F-HR 0001078013-25-000005 filed by GREAT LAKES ADVISORS, 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 106,589 shares
    Change vs previous 13F -1,173 shares

    0.07% of the 13F portfolio, value $8,379,358.

    13F-HR 0001078013-25-000004 filed by GREAT LAKES ADVISORS, 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 107,762 shares
    Change vs previous 13F -2,932 shares

    0.07% of the 13F portfolio, value $7,975,487.

    13F-HR 0001078013-25-000002 filed by GREAT LAKES ADVISORS, 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 110,694 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $7,174,081.

    13F-HR 0001078013-24-000006 filed by GREAT LAKES ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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