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HOHIMER WEALTH MANAGEMENT, LLC: SCHW position timeline

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

HOHIMER WEALTH MANAGEMENT, LLC held 12,153 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,153 shares
    Change vs previous 13F +459 shares

    0.12% of the 13F portfolio, value $1,121,359.

    13F-HR 0001802533-26-000004 filed by HOHIMER WEALTH 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 11,694 shares
    Change vs previous 13F +2,299 shares

    0.13% of the 13F portfolio, value $1,099,025.

    13F-HR 0001802533-26-000003 filed by HOHIMER WEALTH 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 9,395 shares
    Change vs previous 13F +145 shares

    0.13% of the 13F portfolio, value $938,682.

    13F-HR 0001802533-26-000002 filed by HOHIMER WEALTH 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 9,250 shares
    Change vs previous 13F -139 shares

    0.12% of the 13F portfolio, value $883,077.

    13F-HR 0001802533-25-000008 filed by HOHIMER WEALTH 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 9,389 shares
    Change vs previous 13F +132 shares

    0.15% of the 13F portfolio, value $856,680.

    13F-HR 0001802533-25-000007 filed by HOHIMER WEALTH 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 9,257 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $724,654.

    13F-HR 0001802533-25-000004 filed by HOHIMER WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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