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Mengis Capital Management, Inc.: SCHW position timeline

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

Mengis Capital Management, Inc. held 40,959 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 40,959 shares
    Change vs previous 13F -99 shares

    0.6% of the 13F portfolio, value $4,003,342.

    13F-HR 0001609674-26-000005 filed by Mengis Capital Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 41,058 shares
    Change vs previous 13F -49 shares

    0.58% of the 13F portfolio, value $3,788,464.

    13F-HR 0001609674-26-000004 filed by Mengis Capital Management, Inc.
    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 41,107 shares
    Change vs previous 13F -74 shares

    0.66% of the 13F portfolio, value $3,863,302.

    13F-HR 0001609674-26-000003 filed by Mengis Capital Management, Inc.
    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 41,181 shares
    Change vs previous 13F -725 shares

    0.73% of the 13F portfolio, value $4,114,492.

    13F-HR 0001609674-26-000001 filed by Mengis Capital Management, Inc.
    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 41,906 shares
    Change vs previous 13F -349 shares

    0.79% of the 13F portfolio, value $4,000,801.

    13F-HR 0001609674-25-000006 filed by Mengis Capital Management, Inc.
    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 42,255 shares
    Change vs previous 13F -11,587 shares

    0.82% of the 13F portfolio, value $3,855,416.

    13F-HR 0001609674-25-000004 filed by Mengis Capital Management, Inc.
    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 53,842 shares
    Change vs previous 13F -983 shares

    0.88% of the 13F portfolio, value $4,214,787.

    13F-HR 0001609674-25-000003 filed by Mengis Capital Management, Inc.
    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 54,825 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $4,057,606.

    13F-HR 0001609674-25-000001 filed by Mengis Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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