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Disclosery

Great Lakes Retirement, Inc.: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Great Lakes Retirement, Inc. on SCHW, newest first. How the timeline and the estimate are built.

Great Lakes Retirement, Inc. held 152,299 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 152,299 shares
    Change vs previous 13F +3,074 shares

    1.25% of the 13F portfolio, value $14,052,680.

    13F-HR 0001801667-26-000003 filed by Great Lakes Retirement, Inc.
    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 149,225 shares
    Change vs previous 13F +635 shares

    1.45% of the 13F portfolio, value $14,024,195.

    13F-HR 0001801667-26-000002 filed by Great Lakes Retirement, Inc.
    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 148,590 shares
    Change vs previous 13F +1,600 shares

    1.54% of the 13F portfolio, value $14,845,636.

    13F-HR 0001801667-26-000001 filed by Great Lakes Retirement, Inc.
    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 146,990 shares
    Change vs previous 13F +340 shares

    1.53% of the 13F portfolio, value $14,033,174.

    13F-HR 0001801667-25-000009 filed by Great Lakes Retirement, Inc.
    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 146,650 shares
    Change vs previous 13F +1,466 shares

    1.58% of the 13F portfolio, value $13,380,304.

    13F-HR 0001801667-25-000004 filed by Great Lakes Retirement, Inc.
    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 145,184 shares
    Change vs previous 13F +3,139 shares

    1.49% of the 13F portfolio, value $11,365,004.

    13F-HR 0001801667-25-000002 filed by Great Lakes Retirement, Inc.
    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 142,045 shares
    Change vs previous 13F -405 shares

    1.36% of the 13F portfolio, value $10,512,767.

    13F-HR 0001801667-25-000001 filed by Great Lakes Retirement, Inc.
    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 142,450 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $9,232,212.

    13F-HR 0001801667-24-000003 filed by Great Lakes Retirement, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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