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Disclosery

NorthCoast Asset Management LLC: SCHW position timeline

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

NorthCoast Asset Management LLC held 387,041 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 387,041 shares
    Change vs previous 13F -2,524 shares

    0.79% of the 13F portfolio, value $35,712,361.

    13F-HR 0001765380-26-000370 filed by NorthCoast Asset 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 389,565 shares
    Change vs previous 13F -24,202 shares

    0.85% of the 13F portfolio, value $36,611,394.

    13F-HR 0001765380-26-000207 filed by NorthCoast Asset 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 413,767 shares
    Change vs previous 13F -1,916,633 shares

    0.92% of the 13F portfolio, value $41,339,571.

    13F-HR 0001765380-26-000111 filed by NorthCoast Asset 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 2,330,400 shares
    Change vs previous 13F -334,258 shares

    0.87% of the 13F portfolio, value $222,483,311.

    13F-HR 0001665198-25-000016 filed by NorthCoast Asset 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 2,664,658 shares
    Change vs previous 13F -17,151 shares

    1.04% of the 13F portfolio, value $243,123,329.

    13F-HR 0001665198-25-000007 filed by NorthCoast Asset 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/A 2,681,809 shares
    Change vs previous 13F -249,984 shares

    1.05% of the 13F portfolio, value $209,932,093.

    13F-HR/A 0001665198-25-000006 filed by NorthCoast Asset 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/A 2,931,793 shares
    Change vs previous 13F +510,085 shares

    1.06% of the 13F portfolio, value $216,983,011.

    13F-HR/A 0001665198-25-000010 filed by NorthCoast Asset 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 2,421,708 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $155,201,659.

    13F-HR 0001665198-24-000013 filed by NorthCoast Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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