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Harfst & Associates, Inc.: SCHW position timeline

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

Harfst & Associates, Inc. held 32,702 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,702 shares
    Change vs previous 13F +760 shares

    0.47% of the 13F portfolio, value $3,017,394.

    13F-HR 0001172661-26-003005 filed by Harfst & Associates, 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 31,942 shares
    Change vs previous 13F -1,026 shares

    0.54% of the 13F portfolio, value $3,001,943.

    13F-HR 0001172661-26-001743 filed by Harfst & Associates, 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 32,968 shares
    Change vs previous 13F -756 shares

    0.59% of the 13F portfolio, value $3,293,871.

    13F-HR 0001172661-26-000572 filed by Harfst & Associates, 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 33,724 shares
    Change vs previous 13F +107 shares

    0.59% of the 13F portfolio, value $3,219,661.

    13F-HR 0001172661-25-004390 filed by Harfst & Associates, 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 33,617 shares
    Change vs previous 13F -10,023 shares

    0.63% of the 13F portfolio, value $3,067,238.

    13F-HR 0001172661-25-003091 filed by Harfst & Associates, 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 43,640 shares
    Change vs previous 13F -531 shares

    0.79% of the 13F portfolio, value $3,416,154.

    13F-HR 0001172661-25-001731 filed by Harfst & Associates, 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 44,171 shares
    Change vs previous 13F -2,312 shares

    0.68% of the 13F portfolio, value $3,269,108.

    13F-HR 0001172661-25-000496 filed by Harfst & Associates, 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 46,483 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $3,012,564.

    13F-HR 0001172661-24-004309 filed by Harfst & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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