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Martin Capital Advisors, LLP: SCHW position timeline

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

Martin Capital Advisors, LLP held 28,119 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,119 shares
    Change vs previous 13F 0 shares

    1.36% of the 13F portfolio, value $2,594,586.

    13F-HR 0001398344-26-012621 filed by Martin Capital Advisors, LLP
    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 28,119 shares
    Change vs previous 13F -214 shares

    1.67% of the 13F portfolio, value $2,642,671.

    13F-HR 0001398344-26-008332 filed by Martin Capital Advisors, LLP
    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 28,333 shares
    Change vs previous 13F +295 shares

    1.66% of the 13F portfolio, value $2,830,800.

    13F-HR 0001398344-26-001229 filed by Martin Capital Advisors, LLP
    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 28,038 shares
    Change vs previous 13F +28 shares

    1.62% of the 13F portfolio, value $2,676,836.

    13F-HR 0001398344-25-019173 filed by Martin Capital Advisors, LLP
    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 28,010 shares
    Change vs previous 13F +600 shares

    1.66% of the 13F portfolio, value $2,555,678.

    13F-HR 0001398344-25-013130 filed by Martin Capital Advisors, LLP
    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 27,410 shares
    Change vs previous 13F -800 shares

    1.53% of the 13F portfolio, value $2,145,694.

    13F-HR 0001398344-25-008329 filed by Martin Capital Advisors, LLP
    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 28,210 shares
    Change vs previous 13F +10 shares

    1.35% of the 13F portfolio, value $2,087,859.

    13F-HR 0001398344-25-001277 filed by Martin Capital Advisors, LLP
    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 28,200 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $1,827,674.

    13F-HR 0001398344-24-018777 filed by Martin Capital Advisors, LLP
    Filed (acceptance time not in the bulk data set), ingested

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