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Disclosery

Kidder Stephen W: SCHW position timeline

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

Kidder Stephen W held 38,865 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,865 shares
    Change vs previous 13F +555 shares

    0.91% of the 13F portfolio, value $3,586,073.

    13F-HR 0001314377-26-000008 filed by Kidder Stephen W
    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 38,310 shares
    Change vs previous 13F +7,435 shares

    1.06% of the 13F portfolio, value $3,600,373.

    13F-HR 0001314377-26-000007 filed by Kidder Stephen W
    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 30,875 shares
    Change vs previous 13F +12,080 shares

    0.87% of the 13F portfolio, value $3,084,722.

    13F-HR 0001314377-26-000001 filed by Kidder Stephen W
    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 18,795 shares
    Change vs previous 13F +7,770 shares

    0.51% of the 13F portfolio, value $1,794,357.

    13F-HR 0001314377-25-000003 filed by Kidder Stephen W
    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 11,025 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,005,921.

    13F-HR 0001314376-25-000004 filed by Kidder Stephen W
    Filed (acceptance time not in the bulk data set), ingested

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