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MQS Management LLC: SCHW position timeline

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

MQS Management LLC held 2,395 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 2,395 shares
    Change vs previous 13F +2,395 shares

    0.27% of the 13F portfolio, value $220,987.

    13F-HR 0001420506-26-001470 filed by MQS Management 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 0 shares
    Change vs previous 13F -5,874 shares

    13F-HR 0001420506-26-000721 filed by MQS Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 5,874 shares
    Change vs previous 13F +2,733 shares

    0.35% of the 13F portfolio, value $586,871.

    13F-HR 0001420506-26-000201 filed by MQS Management 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 3,141 shares
    Change vs previous 13F +7 shares

    0.17% of the 13F portfolio, value $299,871.

    13F-HR 0001420506-25-003028 filed by MQS Management 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 3,134 shares
    Change vs previous 13F +3,134 shares

    0.16% of the 13F portfolio, value $285,946.

    13F-HR 0001420506-25-001636 filed by MQS Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -7,550 shares

    13F-HR 0001420506-25-000199 filed by MQS Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-09-30
    13F 7,550 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $489,316.

    13F-HR 0001420506-24-002218 filed by MQS Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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