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NFJ INVESTMENT GROUP, LLC: SCHW position timeline

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

NFJ INVESTMENT GROUP, LLC held 926,971 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 926,971 shares
    Change vs previous 13F +144,693 shares

    2.89% of the 13F portfolio, value $85,531,614.

    13F-HR 0001862664-26-000006 filed by NFJ INVESTMENT GROUP, 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 782,278 shares
    Change vs previous 13F -92,077 shares

    2.79% of the 13F portfolio, value $73,518,487.

    13F-HR 0001862664-26-000004 filed by NFJ INVESTMENT GROUP, 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 874,355 shares
    Change vs previous 13F +398,974 shares

    3.14% of the 13F portfolio, value $87,356,808.

    13F-HR 0001862664-26-000002 filed by NFJ INVESTMENT GROUP, 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 475,381 shares
    Change vs previous 13F +213,858 shares

    1.56% of the 13F portfolio, value $45,384,624.

    13F-HR 0001628280-25-052136 filed by NFJ INVESTMENT GROUP, 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 261,523 shares
    Change vs previous 13F -8,906 shares

    0.83% of the 13F portfolio, value $23,861,359.

    13F-HR 0001862664-25-000001 filed by NFJ INVESTMENT GROUP, 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 270,429 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $21,169,182.

    13F-HR 0000019481-25-000012 filed by NFJ INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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