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Disclosery

Smith Group Asset Management, LLC: SCHW position timeline

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

Smith Group Asset Management, LLC held 419,431 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 419,431 shares
    Change vs previous 13F +33,456 shares

    1.58% of the 13F portfolio, value $38,700,898.

    13F-HR 0001893134-26-000003 filed by Smith Group Asset Management, 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 385,975 shares
    Change vs previous 13F +24,971 shares

    1.85% of the 13F portfolio, value $36,273,930.

    13F-HR 0001893134-26-000002 filed by Smith Group Asset 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 ended2025-12-31
    13F 361,004 shares
    Change vs previous 13F +24,948 shares

    1.91% of the 13F portfolio, value $36,067,910.

    13F-HR 0001893134-26-000001 filed by Smith Group Asset 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 ended2025-09-30
    13F 336,056 shares
    Change vs previous 13F +15,338 shares

    1.84% of the 13F portfolio, value $32,083,266.

    13F-HR 0001893134-25-000007 filed by Smith Group Asset Management, 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 320,718 shares
    Change vs previous 13F +112,632 shares

    1.92% of the 13F portfolio, value $29,262,310.

    13F-HR 0001085146-25-004336 filed by Smith Group Asset 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 ended2025-03-31
    13F 208,086 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $16,288,972.

    13F-HR 0001085146-25-002371 filed by Smith Group Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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