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LOUNTZIS ASSET MANAGEMENT, LLC: SCHW position timeline

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

LOUNTZIS ASSET MANAGEMENT, LLC held 4,845 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,845 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $447,049.

    13F-HR 0001821168-26-000004 filed by LOUNTZIS ASSET MANAGEMENT, 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 4,845 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $455,333.

    13F-HR 0001821168-26-000003 filed by LOUNTZIS ASSET MANAGEMENT, 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 4,845 shares
    Change vs previous 13F -217 shares

    0.17% of the 13F portfolio, value $484,064.

    13F-HR 0001821168-26-000001 filed by LOUNTZIS ASSET MANAGEMENT, 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 5,062 shares
    Change vs previous 13F -104 shares

    0.16% of the 13F portfolio, value $483,269.

    13F-HR 0001821168-25-000007 filed by LOUNTZIS ASSET MANAGEMENT, 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 5,166 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $471,346.

    13F-HR 0001821168-25-000004 filed by LOUNTZIS ASSET MANAGEMENT, 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 5,166 shares
    Change vs previous 13F -3,950 shares

    0.16% of the 13F portfolio, value $414,210.

    13F-HR 0001821168-25-000003 filed by LOUNTZIS ASSET MANAGEMENT, 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 9,116 shares
    Change vs previous 13F -133 shares

    0.29% of the 13F portfolio, value $674,675.

    13F-HR 0001821168-25-000001 filed by LOUNTZIS ASSET MANAGEMENT, 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 9,249 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $599,427.

    13F-HR 0001821168-24-000006 filed by LOUNTZIS ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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