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Disclosery

OSSIAM: SCHW position timeline

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

OSSIAM held 402,935 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 402,935 shares
    Change vs previous 13F +402,935 shares

    0.49% of the 13F portfolio, value $37,178,812.

    13F-HR 0001104659-26-095927 filed by OSSIAM
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -267,750 shares

    13F-HR 0001104659-26-015184 filed by OSSIAM
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-09-30
    13F 267,750 shares
    Change vs previous 13F -161,764 shares

    0.33% of the 13F portfolio, value $25,562,093.

    13F-HR 0001104659-25-112000 filed by OSSIAM
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 429,514 shares
    Change vs previous 13F -918,685 shares

    0.44% of the 13F portfolio, value $39,188,857.

    13F-HR 0001104659-25-077547 filed by OSSIAM
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 1,348,199 shares
    Change vs previous 13F +454,776 shares

    1.47% of the 13F portfolio, value $105,537,018.

    13F-HR 0001104659-25-048513 filed by OSSIAM
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 893,423 shares
    Change vs previous 13F -1,356,081 shares

    1.14% of the 13F portfolio, value $66,122,236.

    13F-HR 0001104659-25-012936 filed by OSSIAM
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 2,249,504 shares
    Change vs previous 13F not available

    2.82% of the 13F portfolio, value $145,790,354.

    13F-HR 0001104659-24-117694 filed by OSSIAM
    Filed (acceptance time not in the bulk data set), ingested

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