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Disclosery

IMS Capital Management: SCHW position timeline

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

IMS Capital Management held 14,002 SCHW shares at 2025-09-30 per its 13F-HR filed 2025-11-17.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 14,002 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $1,336,769.

    13F-HR 0001343916-25-000005 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 14,002 shares
    Change vs previous 13F -199 shares

    0.6% of the 13F portfolio, value $1,277,507.

    13F-HR 0001343916-25-000003 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 14,201 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $1,111,671.

    13F-HR 0001343916-25-000002 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 14,201 shares
    Change vs previous 13F -84 shares

    0.49% of the 13F portfolio, value $1,051,000.

    13F-HR 0001343916-25-000001 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 14,285 shares
    Change vs previous 13F +79 shares

    0.42% of the 13F portfolio, value $925,837.

    13F-HR 0001343916-24-000004 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 14,206 shares
    Change vs previous 13F -399 shares

    0.43% of the 13F portfolio, value $921,111.

    13F-HR 0001343916-24-000003 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 14,605 shares
    Change vs previous 13F +725 shares

    0.49% of the 13F portfolio, value $1,056,560.

    13F-HR 0001343916-24-000002 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 13,880 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $954,964.

    13F-HR 0001343916-24-000001 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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