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Pflug Koory, LLC: SCHW position timeline

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

Pflug Koory, LLC held 1,662 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,662 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $153,326.

    13F-HR 0001740063-26-000003 filed by Pflug Koory, 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 1,662 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $156,164.

    13F-HR 0001740063-26-000002 filed by Pflug Koory, 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 1,662 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $166,014.

    13F-HR 0001740063-26-000001 filed by Pflug Koory, 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 1,662 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $158,634.

    13F-HR 0001740063-25-000006 filed by Pflug Koory, 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 1,662 shares
    Change vs previous 13F -40 shares

    0.08% of the 13F portfolio, value $151,603.

    13F-HR 0001740063-25-000005 filed by Pflug Koory, 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 1,702 shares
    Change vs previous 13F -253 shares

    0.07% of the 13F portfolio, value $133,198.

    13F-HR 0001740063-25-000004 filed by Pflug Koory, 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 1,955 shares
    Change vs previous 13F +1 shares

    0.07% of the 13F portfolio, value $144,654.

    13F-HR 0001740063-25-000002 filed by Pflug Koory, 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 1,954 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $126,671.

    13F-HR 0001740063-25-000001 filed by Pflug Koory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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