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LS Investment Advisors, LLC: SCHW position timeline

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

LS Investment Advisors, LLC held 34,103 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 34,103 shares
    Change vs previous 13F -8,739 shares

    0.45% of the 13F portfolio, value $3,333,231.

    13F-HR 0002085853-26-001148 filed by LS Investment Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 42,842 shares
    Change vs previous 13F -1,565 shares

    0.54% of the 13F portfolio, value $3,953,077.

    13F-HR 0002085853-26-000785 filed by LS Investment Advisors, LLC
    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 44,407 shares
    Change vs previous 13F -3,998 shares

    0.62% of the 13F portfolio, value $4,173,337.

    13F-HR 0002085853-26-000426 filed by LS Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 48,405 shares
    Change vs previous 13F +527 shares

    0.68% of the 13F portfolio, value $4,836,134.

    13F-HR 0002085853-26-000083 filed by LS Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 47,878 shares
    Change vs previous 13F +2,091 shares

    0.64% of the 13F portfolio, value $4,570,950.

    13F-HR 0002085853-25-000132 filed by LS Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 45,787 shares
    Change vs previous 13F +692 shares

    0.61% of the 13F portfolio, value $4,177,599.

    13F-HR 0001667731-25-000839 filed by LS Investment Advisors, LLC
    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 45,095 shares
    Change vs previous 13F +13,161 shares

    0.54% of the 13F portfolio, value $3,530,062.

    13F-HR 0001667731-25-000414 filed by LS Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 31,934 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $2,363,402.

    13F-HR 0001667731-25-000126 filed by LS Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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