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MML INVESTORS SERVICES, LLC: SCHW position timeline

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

MML INVESTORS SERVICES, LLC held 621,646 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 621,646 shares
    Change vs previous 13F +46,629 shares

    0.12% of the 13F portfolio, value $57,359,233.

    13F-HR 0000701059-26-000016 filed by MML INVESTORS SERVICES, 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 575,017 shares
    Change vs previous 13F -117,168 shares

    0.15% of the 13F portfolio, value $54,040,078.

    13F-HR 0000701059-26-000012 filed by MML INVESTORS SERVICES, 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 692,185 shares
    Change vs previous 13F +15,978 shares

    0.17% of the 13F portfolio, value $69,156,229.

    13F-HR 0000701059-26-000002 filed by MML INVESTORS SERVICES, 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 676,207 shares
    Change vs previous 13F +22,788 shares

    0.17% of the 13F portfolio, value $64,557,447.

    13F-HR 0000701059-25-000019 filed by MML INVESTORS SERVICES, 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 653,419 shares
    Change vs previous 13F +31,441 shares

    0.17% of the 13F portfolio, value $59,618,000.

    13F-HR 0000701059-25-000016 filed by MML INVESTORS SERVICES, 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 621,978 shares
    Change vs previous 13F +24,319 shares

    0.16% of the 13F portfolio, value $48,688,000.

    13F-HR 0000701059-25-000010 filed by MML INVESTORS SERVICES, 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 597,659 shares
    Change vs previous 13F +12,351 shares

    0.15% of the 13F portfolio, value $44,233,000.

    13F-HR 0000701059-25-000001 filed by MML INVESTORS SERVICES, 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 585,308 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $37,934,000.

    13F-HR 0000701059-24-000015 filed by MML INVESTORS SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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