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Disclosery

STEPH & CO: SCHW position timeline

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

STEPH & CO held 401 SCHW shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 401 shares
    Change vs previous 13F +65 shares

    0.01% of the 13F portfolio, value $39,194.

    13F-HR 0000941519-26-000007 filed by STEPH & CO
    Accepted , ingested

  2. period ended2026-06-30
    13F 336 shares
    Change vs previous 13F -167 shares

    0.01% of the 13F portfolio, value $31,003.

    13F-HR 0000941519-26-000004 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 503 shares
    Change vs previous 13F +59 shares

    0.01% of the 13F portfolio, value $47,272.

    13F-HR 0000941519-26-000003 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 444 shares
    Change vs previous 13F +58 shares

    0.01% of the 13F portfolio, value $44,360.

    13F-HR 0000941519-26-000002 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 386 shares
    Change vs previous 13F +165 shares

    0.01% of the 13F portfolio, value $36,851.

    13F-HR 0000941519-25-000009 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 221 shares
    Change vs previous 13F -6 shares

    0.01% of the 13F portfolio, value $20,164.

    13F-HR 0000941519-25-000004 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 227 shares
    Change vs previous 13F +48 shares

    0.01% of the 13F portfolio, value $17,770.

    13F-HR 0000941519-25-000003 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 179 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $13,248.

    13F-HR 0000941519-25-000001 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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