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Disclosery

NEOS Investment Management LLC: SCHW position timeline

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

NEOS Investment Management LLC held 272,235 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 272,235 shares
    Change vs previous 13F +32,369 shares

    0.09% of the 13F portfolio, value $25,119,124.

    13F-HR 0001172661-26-003274 filed by NEOS Investment 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 239,866 shares
    Change vs previous 13F +12,999 shares

    0.11% of the 13F portfolio, value $22,542,607.

    13F-HR 0001172661-26-002245 filed by NEOS Investment Management 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 226,867 shares
    Change vs previous 13F +21,849 shares

    0.13% of the 13F portfolio, value $22,666,282.

    13F-HR 0001172661-26-001028 filed by NEOS Investment 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 205,018 shares
    Change vs previous 13F +66,382 shares

    0.15% of the 13F portfolio, value $19,573,068.

    13F-HR 0001172661-25-004623 filed by NEOS Investment 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 138,636 shares
    Change vs previous 13F +28,758 shares

    0.16% of the 13F portfolio, value $12,649,148.

    13F-HR 0001172661-25-003105 filed by NEOS Investment 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 ended2025-03-31
    13F 109,878 shares
    Change vs previous 13F +21,302 shares

    0.16% of the 13F portfolio, value $8,601,249.

    13F-HR 0001172661-25-001962 filed by NEOS Investment Management 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 88,576 shares
    Change vs previous 13F +21,152 shares

    0.15% of the 13F portfolio, value $6,555,510.

    13F-HR 0001172661-25-000673 filed by NEOS Investment Management 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 67,424 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,369,749.

    13F-HR 0001172661-24-004619 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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