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HIGHLAND CAPITAL MANAGEMENT, LLC: SCHW position timeline

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

HIGHLAND CAPITAL MANAGEMENT, LLC held 13,258 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,258 shares
    Change vs previous 13F -1,134 shares

    0.06% of the 13F portfolio, value $1,223,297.

    13F-HR 0000860486-26-000005 filed by HIGHLAND CAPITAL 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 14,392 shares
    Change vs previous 13F -20 shares

    0.07% of the 13F portfolio, value $1,352,593.

    13F-HR 0000860486-26-000004 filed by HIGHLAND CAPITAL 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 14,412 shares
    Change vs previous 13F -2,335 shares

    0.07% of the 13F portfolio, value $1,439,896.

    13F-HR 0000860486-26-000002 filed by HIGHLAND CAPITAL 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 16,747 shares
    Change vs previous 13F -279 shares

    0.08% of the 13F portfolio, value $1,598,794.

    13F-HR 0000860486-25-000008 filed by HIGHLAND CAPITAL 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 17,026 shares
    Change vs previous 13F -4,550 shares

    0.08% of the 13F portfolio, value $1,553,471.

    13F-HR 0000860486-25-000005 filed by HIGHLAND CAPITAL 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 21,576 shares
    Change vs previous 13F -557 shares

    0.1% of the 13F portfolio, value $1,688,955.

    13F-HR 0000860486-25-000004 filed by HIGHLAND CAPITAL 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 22,133 shares
    Change vs previous 13F -6,386 shares

    0.09% of the 13F portfolio, value $1,638,092.

    13F-HR 0000860486-25-000002 filed by HIGHLAND CAPITAL 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 28,519 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,848,316.

    13F-HR 0000860486-24-000005 filed by HIGHLAND CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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