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Disclosery

PUZO MICHAEL J: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PUZO MICHAEL J on SCHW, newest first. How the timeline and the estimate are built.

PUZO MICHAEL J held 55,627 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,627 shares
    Change vs previous 13F +6,070 shares

    1.32% of the 13F portfolio, value $5,132,703.

    13F-HR 0001053914-26-000005 filed by PUZO MICHAEL J
    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 49,557 shares
    Change vs previous 13F +8,072 shares

    1.36% of the 13F portfolio, value $4,657,367.

    13F-HR 0001053914-26-000002 filed by PUZO MICHAEL J
    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 41,485 shares
    Change vs previous 13F +17,582 shares

    1.13% of the 13F portfolio, value $4,144,767.

    13F-HR 0001053914-26-000001 filed by PUZO MICHAEL J
    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 23,903 shares
    Change vs previous 13F +6,125 shares

    0.62% of the 13F portfolio, value $2,282,019.

    13F-HR 0001053914-25-000003 filed by PUZO MICHAEL J
    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 17,778 shares
    Change vs previous 13F +12,950 shares

    0.46% of the 13F portfolio, value $1,622,064.

    13F-HR 0001314376-25-000002 filed by PUZO MICHAEL J
    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 4,828 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $377,936.

    13F-HR 0001494234-25-000011 filed by PUZO MICHAEL J
    Filed (acceptance time not in the bulk data set), ingested

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