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Operose Advisors LLC: SCHW position timeline

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

Operose Advisors LLC held 4,964 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,964 shares
    Change vs previous 13F -121 shares

    0.09% of the 13F portfolio, value $457,992.

    13F-HR 0001909750-26-000007 filed by Operose Advisors 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 5,085 shares
    Change vs previous 13F +140 shares

    0.11% of the 13F portfolio, value $477,913.

    13F-HR 0001909750-26-000005 filed by Operose Advisors 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 4,945 shares
    Change vs previous 13F +7 shares

    0.12% of the 13F portfolio, value $494,097.

    13F-HR 0001909750-26-000002 filed by Operose Advisors 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 4,938 shares
    Change vs previous 13F -415 shares

    0.12% of the 13F portfolio, value $471,409.

    13F-HR 0001909750-25-000013 filed by Operose Advisors 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 5,353 shares
    Change vs previous 13F +8 shares

    0.14% of the 13F portfolio, value $488,435.

    13F-HR 0001909750-25-000007 filed by Operose Advisors 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 5,345 shares
    Change vs previous 13F +432 shares

    0.14% of the 13F portfolio, value $418,420.

    13F-HR 0001909750-25-000005 filed by Operose Advisors 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 4,913 shares
    Change vs previous 13F -8,389 shares

    0.12% of the 13F portfolio, value $363,628.

    13F-HR 0001909750-25-000002 filed by Operose Advisors 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 13,302 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $862,089.

    13F-HR 0001909750-24-000010 filed by Operose Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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