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SENTRY INVESTMENT MANAGEMENT LLC: SCHW position timeline

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

SENTRY INVESTMENT MANAGEMENT LLC held 0 SCHW shares at 2026-03-31 per its 13F-HR filed 2026-05-08.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -4,320 shares

    13F-HR 0000089014-26-000007 filed by SENTRY INVESTMENT MANAGEMENT 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.

  2. period ended2025-12-31
    13F 4,320 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $432,000.

    13F-HR 0000089014-26-000003 filed by SENTRY INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 4,320 shares
    Change vs previous 13F +4,320 shares

    0.27% of the 13F portfolio, value $405,000.

    13F-HR 0000089014-25-000015 filed by SENTRY INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -6,081 shares

    13F-HR 0000089014-25-000008 filed by SENTRY INVESTMENT MANAGEMENT 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.

  5. period ended2024-12-31
    13F 6,081 shares
    Change vs previous 13F -990 shares

    0.21% of the 13F portfolio, value $450,000.

    13F-HR 0000089014-25-000005 filed by SENTRY INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 7,071 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $458,000.

    13F-HR 0000089014-24-000022 filed by SENTRY INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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