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Kesler, Norman & Wride, LLC: SCHW position timeline

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

Kesler, Norman & Wride, LLC held 9,089 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,089 shares
    Change vs previous 13F +173 shares

    0.13% of the 13F portfolio, value $838,587.

    13F-HR 0002085853-26-000842 filed by Kesler, Norman & Wride, 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 8,916 shares
    Change vs previous 13F +2,737 shares

    0.14% of the 13F portfolio, value $837,910.

    13F-HR 0002085853-26-000572 filed by Kesler, Norman & Wride, 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 6,179 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $617,351.

    13F-HR 0002085853-26-000236 filed by Kesler, Norman & Wride, LLC
    Filed (acceptance time not in the bulk data set), ingested

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