Skip to content
Disclosery

PHYSICIANS FINANCIAL SERVICES, INC.: SCHW position timeline

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

PHYSICIANS FINANCIAL SERVICES, INC. held 2,950 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 2,950 shares
    Change vs previous 13F -100 shares

    0.07% of the 13F portfolio, value $272,000.

    13F-HR 0001665518-26-000003 filed by PHYSICIANS FINANCIAL SERVICES, 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 3,050 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $287,000.

    13F-HR 0001665518-26-000002 filed by PHYSICIANS FINANCIAL SERVICES, 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 3,050 shares
    Change vs previous 13F -300 shares

    0.08% of the 13F portfolio, value $305,000.

    13F-HR 0001665518-26-000001 filed by PHYSICIANS FINANCIAL SERVICES, 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 3,350 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $320,000.

    13F-HR 0001665518-25-000004 filed by PHYSICIANS FINANCIAL SERVICES, 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 3,350 shares
    Change vs previous 13F +400 shares

    0.09% of the 13F portfolio, value $306,000.

    13F-HR 0001665518-25-000002 filed by PHYSICIANS FINANCIAL SERVICES, 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/A 2,950 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $231,000.

    13F-HR/A 0002013988-25-000004 filed by PHYSICIANS FINANCIAL SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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