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Mesirow Financial Investment Management, Inc.: SCHW position timeline

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

Mesirow Financial Investment Management, Inc. held 133,408 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 133,408 shares
    Change vs previous 13F +776 shares

    0.19% of the 13F portfolio, value $12,309,095.

    13F-HR 0001469475-26-000004 filed by Mesirow Financial Investment Management, Inc.
    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 132,632 shares
    Change vs previous 13F +14,993 shares

    0.2% of the 13F portfolio, value $12,464,654.

    13F-HR 0001469475-26-000002 filed by Mesirow Financial Investment 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 ended2025-12-31
    13F 117,639 shares
    Change vs previous 13F -20,480 shares

    0.24% of the 13F portfolio, value $11,753,508.

    13F-HR 0001469475-26-000001 filed by Mesirow Financial Investment 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 ended2025-09-30
    13F 138,119 shares
    Change vs previous 13F +533 shares

    0.24% of the 13F portfolio, value $13,186,405.

    13F-HR 0001469475-25-000002 filed by Mesirow Financial Investment 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 ended2025-06-30
    13F 137,586 shares
    Change vs previous 13F -323 shares

    0.24% of the 13F portfolio, value $12,553,254.

    13F-HR 0001085146-25-004477 filed by Mesirow Financial Investment 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 ended2025-03-31
    13F 137,909 shares
    Change vs previous 13F -935 shares

    0.21% of the 13F portfolio, value $10,795,545.

    13F-HR 0001085146-25-002744 filed by Mesirow Financial Investment 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 ended2024-12-31
    13F 138,844 shares
    Change vs previous 13F +31 shares

    0.2% of the 13F portfolio, value $10,275,900.

    13F-HR 0001085146-25-000865 filed by Mesirow Financial Investment 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 ended2024-09-30
    13F 138,813 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $8,996,370.

    13F-HR 0001085146-24-005312 filed by Mesirow Financial Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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