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ProVise Management Group, LLC: SCHW position timeline

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

ProVise Management Group, LLC held 195,522 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 195,522 shares
    Change vs previous 13F +2,124 shares

    1.21% of the 13F portfolio, value $18,040,808.

    13F-HR 0001305707-26-000004 filed by ProVise Management Group, 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 193,398 shares
    Change vs previous 13F +2,541 shares

    1.31% of the 13F portfolio, value $18,175,554.

    13F-HR 0001305707-26-000002 filed by ProVise Management Group, 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 190,857 shares
    Change vs previous 13F +4,850 shares

    1.36% of the 13F portfolio, value $19,068,565.

    13F-HR 0001305707-26-000001 filed by ProVise Management Group, 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 186,007 shares
    Change vs previous 13F +4,549 shares

    1.31% of the 13F portfolio, value $17,758,099.

    13F-HR 0001305707-25-000003 filed by ProVise Management Group, 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 181,458 shares
    Change vs previous 13F +3,938 shares

    1.31% of the 13F portfolio, value $16,556,215.

    13F-HR 0001085146-25-004747 filed by ProVise Management Group, 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 177,520 shares
    Change vs previous 13F +10,880 shares

    1.18% of the 13F portfolio, value $13,896,299.

    13F-HR 0001085146-25-002835 filed by ProVise Management Group, 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 166,640 shares
    Change vs previous 13F +1,811 shares

    1.06% of the 13F portfolio, value $12,333,006.

    13F-HR 0001085146-25-000966 filed by ProVise Management Group, 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 164,829 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $10,682,588.

    13F-HR 0001085146-24-005520 filed by ProVise Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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