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Disclosery

LORD, ABBETT & CO. LLC: SCHW position timeline

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

LORD, ABBETT & CO. LLC held 2,213,960 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,213,960 shares
    Change vs previous 13F -1,095,251 shares

    0.58% of the 13F portfolio, value $204,282,000.

    13F-HR 0000930413-26-002509 filed by LORD, ABBETT & CO. 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 3,309,211 shares
    Change vs previous 13F -52,173 shares

    1.02% of the 13F portfolio, value $311,000,000.

    13F-HR 0000930413-26-001592 filed by LORD, ABBETT & CO. 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 3,361,384 shares
    Change vs previous 13F -72,231 shares

    1.03% of the 13F portfolio, value $335,836,000.

    13F-HR 0000930413-26-000413 filed by LORD, ABBETT & CO. 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 3,433,615 shares
    Change vs previous 13F -644,795 shares

    0.98% of the 13F portfolio, value $327,807,000.

    13F-HR 0000930413-25-003436 filed by LORD, ABBETT & CO. 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 4,078,410 shares
    Change vs previous 13F -73,998 shares

    1.2% of the 13F portfolio, value $372,114,000.

    13F-HR 0000930413-25-002464 filed by LORD, ABBETT & CO. 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 4,152,408 shares
    Change vs previous 13F +106,556 shares

    1.16% of the 13F portfolio, value $325,050,000.

    13F-HR 0000930413-25-001750 filed by LORD, ABBETT & CO. 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 4,045,852 shares
    Change vs previous 13F +78,021 shares

    0.95% of the 13F portfolio, value $299,434,000.

    13F-HR 0000930413-25-000583 filed by LORD, ABBETT & CO. 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/A 3,967,831 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $257,155,000.

    13F-HR/A 0000930413-24-003293 filed by LORD, ABBETT & CO. LLC
    Filed (acceptance time not in the bulk data set), ingested

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