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Disclosery

SANDERS MORRIS HARRIS LLC: SCHW position timeline

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

SANDERS MORRIS HARRIS LLC held 10,250 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,250 shares
    Change vs previous 13F +5,500 shares

    0.55% of the 13F portfolio, value $945,768.

    13F-HR 0001053994-26-000006 filed by SANDERS MORRIS HARRIS 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 4,750 shares
    Change vs previous 13F +4,750 shares

    0.07% of the 13F portfolio, value $446,405.

    13F-HR 0001053994-26-000002 filed by SANDERS MORRIS HARRIS 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 0 shares
    Change vs previous 13F -4,000 shares

    13F-HR 0001053994-26-000001 filed by SANDERS MORRIS HARRIS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 4,000 shares
    Change vs previous 13F +1,000 shares

    0.05% of the 13F portfolio, value $381,880.

    13F-HR 0001085146-25-005809 filed by SANDERS MORRIS HARRIS 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 3,000 shares
    Change vs previous 13F -1,000 shares

    0.07% of the 13F portfolio, value $273,720.

    13F-HR 0001085146-25-004316 filed by SANDERS MORRIS HARRIS 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 4,000 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $310,680.

    13F-HR 0001085146-25-001935 filed by SANDERS MORRIS HARRIS 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 4,000 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $296,040.

    13F-HR 0001085146-25-000189 filed by SANDERS MORRIS HARRIS 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 4,000 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $259,240.

    13F-HR 0001085146-24-004709 filed by SANDERS MORRIS HARRIS LLC
    Filed (acceptance time not in the bulk data set), ingested

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