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Disclosery

Scharf Investments, LLC: SCHW position timeline

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

Scharf Investments, LLC held 8,859 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,859 shares
    Change vs previous 13F +8,859 shares

    0.03% of the 13F portfolio, value $817,420.

    13F-HR 0001463746-26-000003 filed by Scharf Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -14,765 shares

    13F-HR 0001085146-25-003788 filed by Scharf Investments, 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.

  3. period ended2025-03-31
    13F 14,765 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $1,155,804.

    13F-HR 0001085146-25-002253 filed by Scharf Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 14,765 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,092,758.

    13F-HR 0001085146-25-000462 filed by Scharf Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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