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Disclosery

Main Street Research LLC: SCHW position timeline

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

Main Street Research LLC held 45,887 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,887 shares
    Change vs previous 13F -473 shares

    0.2% of the 13F portfolio, value $4,234,030.

    13F-HR 0001420506-26-001335 filed by Main Street Research 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 46,360 shares
    Change vs previous 13F +14,578 shares

    0.25% of the 13F portfolio, value $4,356,950.

    13F-HR 0001420506-26-000773 filed by Main Street Research 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 31,782 shares
    Change vs previous 13F -2,316 shares

    0.18% of the 13F portfolio, value $3,175,380.

    13F-HR 0001420506-26-000210 filed by Main Street Research 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 34,098 shares
    Change vs previous 13F +481 shares

    0.18% of the 13F portfolio, value $3,255,374.

    13F-HR 0001420506-25-003188 filed by Main Street Research 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 33,617 shares
    Change vs previous 13F -1,799 shares

    0.19% of the 13F portfolio, value $3,067,252.

    13F-HR 0001420506-25-001710 filed by Main Street Research 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 35,416 shares
    Change vs previous 13F -824 shares

    0.18% of the 13F portfolio, value $2,772,369.

    13F-HR 0001420506-25-000840 filed by Main Street Research 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 36,240 shares
    Change vs previous 13F -384 shares

    0.17% of the 13F portfolio, value $2,682,127.

    13F-HR 0001420506-25-000201 filed by Main Street Research 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 36,624 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,373,613.

    13F-HR 0001941040-24-000499 filed by Main Street Research LLC
    Filed (acceptance time not in the bulk data set), ingested

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