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Ramsay, Stattman, Vela & Price, Inc.: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ramsay, Stattman, Vela & Price, Inc. on SCHW, newest first. How the timeline and the estimate are built.

Ramsay, Stattman, Vela & Price, Inc. held 13,855 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,855 shares
    Change vs previous 13F +1,475 shares

    0.23% of the 13F portfolio, value $1,278,401.

    13F-HR 0001541399-26-000008 filed by Ramsay, Stattman, Vela & Price, 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 12,380 shares
    Change vs previous 13F +40 shares

    0.23% of the 13F portfolio, value $1,163,472.

    13F-HR 0001541399-26-000006 filed by Ramsay, Stattman, Vela & Price, 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 12,340 shares
    Change vs previous 13F +215 shares

    0.22% of the 13F portfolio, value $1,232,889.

    13F-HR 0001541399-26-000004 filed by Ramsay, Stattman, Vela & Price, 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 12,125 shares
    Change vs previous 13F +18 shares

    0.21% of the 13F portfolio, value $1,157,574.

    13F-HR 0001541399-25-000011 filed by Ramsay, Stattman, Vela & Price, 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 12,107 shares
    Change vs previous 13F +415 shares

    0.21% of the 13F portfolio, value $1,104,643.

    13F-HR 0001541399-25-000006 filed by Ramsay, Stattman, Vela & Price, 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 11,692 shares
    Change vs previous 13F +570 shares

    0.17% of the 13F portfolio, value $915,250.

    13F-HR 0001541399-25-000004 filed by Ramsay, Stattman, Vela & Price, 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 11,122 shares
    Change vs previous 13F +1,735 shares

    0.15% of the 13F portfolio, value $823,139.

    13F-HR 0001541399-25-000002 filed by Ramsay, Stattman, Vela & Price, 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 9,387 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $608,371.

    13F-HR 0001541399-24-000012 filed by Ramsay, Stattman, Vela & Price, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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