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PRING TURNER CAPITAL GROUP INC: SCHW position timeline

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

PRING TURNER CAPITAL GROUP INC held 75,036 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,036 shares
    Change vs previous 13F +211 shares

    4.63% of the 13F portfolio, value $8,078,481.

    13F-HR 0001104659-26-093247 filed by PRING TURNER CAPITAL GROUP 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 74,825 shares
    Change vs previous 13F 0 shares

    4.5% of the 13F portfolio, value $7,475,763.

    13F-HR 0001104659-26-059997 filed by PRING TURNER CAPITAL GROUP 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 74,825 shares
    Change vs previous 13F -824 shares

    4.63% of the 13F portfolio, value $7,475,763.

    13F-HR 0001104659-26-012482 filed by PRING TURNER CAPITAL GROUP 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 75,649 shares
    Change vs previous 13F -4,692 shares

    4.41% of the 13F portfolio, value $7,222,222.

    13F-HR 0001104659-25-108288 filed by PRING TURNER CAPITAL GROUP 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 80,341 shares
    Change vs previous 13F -651 shares

    4.74% of the 13F portfolio, value $7,330,341.

    13F-HR 0001104659-25-076759 filed by PRING TURNER CAPITAL GROUP 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 80,992 shares
    Change vs previous 13F +337 shares

    3.93% of the 13F portfolio, value $6,340,086.

    13F-HR 0001104659-25-047713 filed by PRING TURNER CAPITAL GROUP 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 80,655 shares
    Change vs previous 13F +5,314 shares

    4% of the 13F portfolio, value $5,969,308.

    13F-HR 0001104659-25-009005 filed by PRING TURNER CAPITAL GROUP 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 75,341 shares
    Change vs previous 13F not available

    3.08% of the 13F portfolio, value $4,882,820.

    13F-HR 0001104659-24-117007 filed by PRING TURNER CAPITAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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