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Disclosery

IEQ CAPITAL, LLC: SCHW position timeline

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

IEQ CAPITAL, LLC held 195,776 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 195,776 shares
    Change vs previous 13F -29,356 shares

    0.08% of the 13F portfolio, value $18,064,201.

    13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, 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 225,132 shares
    Change vs previous 13F +1,418 shares

    0.1% of the 13F portfolio, value $21,157,972.

    13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, 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 223,714 shares
    Change vs previous 13F -53,951 shares

    0.07% of the 13F portfolio, value $22,351,269.

    13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, 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 277,665 shares
    Change vs previous 13F +63,280 shares

    0.08% of the 13F portfolio, value $26,508,701.

    13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, 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 214,385 shares
    Change vs previous 13F +58,202 shares

    0.12% of the 13F portfolio, value $19,560,459.

    13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, 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 156,183 shares
    Change vs previous 13F +78,498 shares

    0.1% of the 13F portfolio, value $12,226,026.

    13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, 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 77,685 shares
    Change vs previous 13F +19,020 shares

    0.06% of the 13F portfolio, value $5,749,453.

    13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, 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 58,665 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,802,071.

    13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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