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Disclosery

Notis-McConarty Edward: SCHW position timeline

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

Notis-McConarty Edward held 36,470 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 36,470 shares
    Change vs previous 13F +6,285 shares

    1.45% of the 13F portfolio, value $3,365,086.

    13F-HR 0001592616-26-000007 filed by Notis-McConarty Edward
    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/A 30,185 shares
    Change vs previous 13F +3,640 shares

    1.41% of the 13F portfolio, value $2,836,785.

    13F-HR/A 0001592616-26-000006 filed by Notis-McConarty Edward
    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 26,545 shares
    Change vs previous 13F +9,495 shares

    1.23% of the 13F portfolio, value $2,652,111.

    13F-HR 0001592616-26-000001 filed by Notis-McConarty Edward
    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 17,050 shares
    Change vs previous 13F +5,155 shares

    0.76% of the 13F portfolio, value $1,627,764.

    13F-HR 0001592616-25-000003 filed by Notis-McConarty Edward
    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 11,895 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,085,300.

    13F-HR 0001314376-25-000005 filed by Notis-McConarty Edward
    Filed (acceptance time not in the bulk data set), ingested

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