Princeton Portfolio Strategies Group LLC: SCHW position timeline

Princeton Portfolio Strategies Group LLC held 43,714 SCHW shares at 2021-06-30 per its 13F-HR filed 2021-08-02.

the latest 13F is the newest step

1. period ended2021-06-30

   13F 43,714 shares

   Change vs previous 13F -550 shares

   0.62% of the 13F portfolio, value $3,183,000.

   13F-HR 0001568289-21-000003 filed by Princeton Portfolio Strategies Group LLC
   Filed 2021-08-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC

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

2. period ended2021-03-31

   13F 44,264 shares

   Change vs previous 13F +4,770 shares

   0.56% of the 13F portfolio, value $2,885,000.

   13F-HR 0001568289-21-000002 filed by Princeton Portfolio Strategies Group LLC
   Filed 2021-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC

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

3. period ended2020-12-31

   13F 39,494 shares

   Change vs previous 13F -680 shares

   0.41% of the 13F portfolio, value $2,095,000.

   13F-HR 0001568289-21-000001 filed by Princeton Portfolio Strategies Group LLC
   Filed 2021-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC

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

4. period ended2020-09-30

   13F 40,174 shares

   Change vs previous 13F -1,334 shares

   0.32% of the 13F portfolio, value $1,456,000.

   13F-HR 0001568289-20-000004 filed by Princeton Portfolio Strategies Group LLC
   Filed 2020-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:48:21 UTC

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

5. period ended2020-06-30

   13F 41,508 shares

   Change vs previous 13F +3,665 shares

   0.33% of the 13F portfolio, value $1,400,000.

   13F-HR 0001568289-20-000003 filed by Princeton Portfolio Strategies Group LLC
   Filed 2020-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:52:28 UTC

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

6. period ended2020-03-31

   13F 37,843 shares

   Change vs previous 13F -2,932 shares

   0.37% of the 13F portfolio, value $1,272,000.

   13F-HR 0001568289-20-000002 filed by Princeton Portfolio Strategies Group LLC
   Filed 2020-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:53:21 UTC

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

7. period ended2019-12-31

   13F 40,775 shares

   Change vs previous 13F -6,330 shares

   0.46% of the 13F portfolio, value $1,939,000.

   13F-HR 0001568289-20-000001 filed by Princeton Portfolio Strategies Group LLC
   Filed 2020-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:54:20 UTC

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

8. period ended2019-09-30

   13F 47,105 shares

   Change vs previous 13F not available

   0.49% of the 13F portfolio, value $1,970,000.

   13F-HR 0001568289-19-000004 filed by Princeton Portfolio Strategies Group LLC
   Filed 2019-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:55:06 UTC

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