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Disclosery

KLEIN PAVLIS & PEASLEY FINANCIAL, INC.: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KLEIN PAVLIS & PEASLEY FINANCIAL, INC. on SCHW, newest first. How the timeline and the estimate are built.

KLEIN PAVLIS & PEASLEY FINANCIAL, INC. held 61,393 SCHW shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 61,393 shares
    Change vs previous 13F +622 shares

    3.04% of the 13F portfolio, value $6,000,595.

    13F-HR 0001907480-26-000004 filed by KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 60,771 shares
    Change vs previous 13F +4,952 shares

    2.92% of the 13F portfolio, value $5,607,340.

    13F-HR 0001907480-26-000003 filed by KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 55,819 shares
    Change vs previous 13F +2,994 shares

    2.9% of the 13F portfolio, value $5,245,870.

    13F-HR 0001907480-26-000002 filed by KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 52,825 shares
    Change vs previous 13F +1,812 shares

    3.11% of the 13F portfolio, value $5,277,746.

    13F-HR 0001907480-26-000001 filed by KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 51,013 shares
    Change vs previous 13F +1,941 shares

    2.99% of the 13F portfolio, value $4,870,211.

    13F-HR 0001907480-25-000007 filed by KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 49,072 shares
    Change vs previous 13F -9,536 shares

    2.99% of the 13F portfolio, value $4,477,329.

    13F-HR 0001907480-25-000006 filed by KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 58,608 shares
    Change vs previous 13F -190 shares

    3.28% of the 13F portfolio, value $4,552,109.

    13F-HR 0001907480-25-000004 filed by KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 58,798 shares
    Change vs previous 13F not available

    3.52% of the 13F portfolio, value $4,351,657.

    13F-HR 0001667731-25-000140 filed by KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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