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Ironwood Investment Counsel, LLC: SCHW position timeline

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

Ironwood Investment Counsel, LLC held 125,392 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 125,392 shares
    Change vs previous 13F -1,206 shares

    1.52% of the 13F portfolio, value $11,569,960.

    13F-HR 0001330463-26-000003 filed by Ironwood Investment Counsel, 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 126,598 shares
    Change vs previous 13F -1,120 shares

    1.71% of the 13F portfolio, value $11,897,728.

    13F-HR 0001330463-26-000002 filed by Ironwood Investment Counsel, 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 127,718 shares
    Change vs previous 13F -4,315 shares

    1.78% of the 13F portfolio, value $12,760,400.

    13F-HR 0001330463-26-000001 filed by Ironwood Investment Counsel, 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 132,033 shares
    Change vs previous 13F +491 shares

    1.84% of the 13F portfolio, value $12,605,247.

    13F-HR 0001330463-25-000007 filed by Ironwood Investment Counsel, 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 131,542 shares
    Change vs previous 13F -1,819 shares

    1.85% of the 13F portfolio, value $12,001,943.

    13F-HR 0001330463-25-000004 filed by Ironwood Investment Counsel, 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 133,361 shares
    Change vs previous 13F +4,051 shares

    1.8% of the 13F portfolio, value $10,439,544.

    13F-HR 0001330463-25-000002 filed by Ironwood Investment Counsel, 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 129,310 shares
    Change vs previous 13F -23 shares

    1.64% of the 13F portfolio, value $9,570,294.

    13F-HR 0001330463-25-000001 filed by Ironwood Investment Counsel, 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 129,333 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $8,382,072.

    13F-HR 0001330463-24-000007 filed by Ironwood Investment Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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