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PETTYJOHN, WOOD & WHITE, INC: SCHW position timeline

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

PETTYJOHN, WOOD & WHITE, INC held 28,863 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,863 shares
    Change vs previous 13F +757 shares

    0.39% of the 13F portfolio, value $2,663,215.

    13F-HR 0001128213-26-000004 filed by PETTYJOHN, WOOD & WHITE, INC
    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 28,106 shares
    Change vs previous 13F +1,655 shares

    0.42% of the 13F portfolio, value $2,641,428.

    13F-HR 0001128213-26-000002 filed by PETTYJOHN, WOOD & WHITE, INC
    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 26,451 shares
    Change vs previous 13F +723 shares

    0.41% of the 13F portfolio, value $2,642,747.

    13F-HR 0001128213-26-000001 filed by PETTYJOHN, WOOD & WHITE, INC
    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 25,728 shares
    Change vs previous 13F +937 shares

    0.41% of the 13F portfolio, value $2,456,279.

    13F-HR 0001128213-25-000010 filed by PETTYJOHN, WOOD & WHITE, INC
    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 24,791 shares
    Change vs previous 13F +1,111 shares

    0.4% of the 13F portfolio, value $2,261,956.

    13F-HR 0001128213-25-000004 filed by PETTYJOHN, WOOD & WHITE, INC
    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 23,680 shares
    Change vs previous 13F +155 shares

    0.36% of the 13F portfolio, value $1,853,692.

    13F-HR 0001128213-25-000003 filed by PETTYJOHN, WOOD & WHITE, INC
    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 23,525 shares
    Change vs previous 13F -593 shares

    0.32% of the 13F portfolio, value $1,741,106.

    13F-HR 0001128213-25-000001 filed by PETTYJOHN, WOOD & WHITE, INC
    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 24,118 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,563,106.

    13F-HR 0001128213-24-000007 filed by PETTYJOHN, WOOD & WHITE, INC
    Filed (acceptance time not in the bulk data set), ingested

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