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Disclosery

MOTCO: SCHW position timeline

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

MOTCO held 124,117 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 124,117 shares
    Change vs previous 13F +815 shares

    0.98% of the 13F portfolio, value $11,452,276.

    13F-HR 0001306333-26-000006 filed by MOTCO
    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 123,302 shares
    Change vs previous 13F +312 shares

    1.07% of the 13F portfolio, value $11,587,922.

    13F-HR 0001306333-26-000004 filed by MOTCO
    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 122,990 shares
    Change vs previous 13F -204 shares

    1.11% of the 13F portfolio, value $12,287,930.

    13F-HR 0001306333-26-000002 filed by MOTCO
    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 123,194 shares
    Change vs previous 13F -2,771 shares

    1.07% of the 13F portfolio, value $11,761,331.

    13F-HR 0001306333-25-000009 filed by MOTCO
    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 125,965 shares
    Change vs previous 13F +1,506 shares

    1.18% of the 13F portfolio, value $12,310,559.

    13F-HR 0001306333-25-000006 filed by MOTCO
    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 124,459 shares
    Change vs previous 13F +1,190 shares

    1.03% of the 13F portfolio, value $9,742,650.

    13F-HR 0001306333-25-000004 filed by MOTCO
    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 123,269 shares
    Change vs previous 13F -574 shares

    0.94% of the 13F portfolio, value $9,123,139.

    13F-HR 0001306333-25-000002 filed by MOTCO
    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 123,843 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $8,026,265.

    13F-HR 0001306333-24-000008 filed by MOTCO
    Filed (acceptance time not in the bulk data set), ingested

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