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Poehling Capital Management, INC.: SCHW position timeline

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

Poehling Capital Management, INC. held 179,671 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 179,671 shares
    Change vs previous 13F +3,421 shares

    3.56% of the 13F portfolio, value $16,578,243.

    13F-HR 0001104659-26-084984 filed by Poehling Capital Management, 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 176,250 shares
    Change vs previous 13F -131 shares

    3.49% of the 13F portfolio, value $16,563,975.

    13F-HR 0001104659-26-046126 filed by Poehling Capital Management, 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 176,381 shares
    Change vs previous 13F -393 shares

    3.61% of the 13F portfolio, value $17,622,226.

    13F-HR 0001104659-26-011330 filed by Poehling Capital Management, 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 176,774 shares
    Change vs previous 13F -1,466 shares

    3.55% of the 13F portfolio, value $16,876,614.

    13F-HR 0001104659-25-106807 filed by Poehling Capital Management, 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 178,240 shares
    Change vs previous 13F -561 shares

    3.8% of the 13F portfolio, value $16,262,618.

    13F-HR 0001104659-25-075984 filed by Poehling Capital Management, 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 178,801 shares
    Change vs previous 13F +44 shares

    3.54% of the 13F portfolio, value $13,996,542.

    13F-HR 0001104659-25-043863 filed by Poehling Capital Management, 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 178,757 shares
    Change vs previous 13F -464 shares

    3.25% of the 13F portfolio, value $13,229,806.

    13F-HR 0001104659-25-014411 filed by Poehling Capital Management, 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 179,221 shares
    Change vs previous 13F not available

    2.97% of the 13F portfolio, value $11,615,313.

    13F-HR 0001104659-24-117406 filed by Poehling Capital Management, INC.
    Filed (acceptance time not in the bulk data set), ingested

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