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Palisade Asset Management, LLC: SCHW position timeline

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

Palisade Asset Management, LLC held 11,277 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,277 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $1,040,529.

    13F-HR 0001434323-26-000003 filed by Palisade 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 11,277 shares
    Change vs previous 13F +28 shares

    0.11% of the 13F portfolio, value $1,059,813.

    13F-HR 0001434323-26-000002 filed by Palisade 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 11,249 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $1,123,888.

    13F-HR 0001434323-26-000001 filed by Palisade 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 11,249 shares
    Change vs previous 13F +20 shares

    0.1% of the 13F portfolio, value $1,073,943.

    13F-HR 0001434323-25-000005 filed by Palisade 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 11,229 shares
    Change vs previous 13F -40 shares

    0.1% of the 13F portfolio, value $1,024,534.

    13F-HR 0001434323-25-000004 filed by Palisade 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 11,269 shares
    Change vs previous 13F -15,391 shares

    0.09% of the 13F portfolio, value $882,137.

    13F-HR 0001434323-25-000003 filed by Palisade 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 26,660 shares
    Change vs previous 13F -75 shares

    0.2% of the 13F portfolio, value $1,973,107.

    13F-HR 0001434323-25-000001 filed by Palisade 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 26,735 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,732,695.

    13F-HR 0001434323-24-000004 filed by Palisade Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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