Osborn Williams & Donohoe LLC: SCHW position timeline

Osborn Williams & Donohoe LLC held 36,750 SCHW shares at 2020-03-31 per its 13F-HR/A filed 2020-05-06.

the latest 13F is the newest step

1. period ended2020-03-31

   13F/A 36,750 shares

   Change vs previous 13F -1,575 shares

   0.16% of the 13F portfolio, value $1,236,000.

   13F-HR/A 0001583000-20-000003 filed by Osborn Williams & Donohoe LLC
   Filed 2020-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:53:21 UTC

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

2. period ended2019-12-31

   13F 38,325 shares

   Change vs previous 13F -6,860 shares

   0.18% of the 13F portfolio, value $1,823,000.

   13F-HR 0001583000-20-000001 filed by Osborn Williams & Donohoe LLC
   Filed 2020-03-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:54:20 UTC

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

3. period ended2019-09-30

   13F 45,185 shares

   Change vs previous 13F -350 shares

   0.19% of the 13F portfolio, value $1,890,000.

   13F-HR 0001583000-19-000004 filed by Osborn Williams & Donohoe LLC
   Filed 2019-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:55:06 UTC

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

4. period ended2019-06-30

   13F 45,535 shares

   Change vs previous 13F +2,800 shares

   0.19% of the 13F portfolio, value $1,830,000.

   13F-HR 0001583000-19-000003 filed by Osborn Williams & Donohoe LLC
   Filed 2019-07-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:55:43 UTC

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

5. period ended2019-03-31

   13F 42,735 shares

   Change vs previous 13F not available

   0.19% of the 13F portfolio, value $1,891,000.

   13F-HR 0001583000-19-000002 filed by Osborn Williams & Donohoe LLC
   Filed 2019-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:56:23 UTC

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