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Disclosery

Sterling Capital Management LLC: SCHW position timeline

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

Sterling Capital Management LLC held 731,958 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 731,958 shares
    Change vs previous 13F -122,690 shares

    1.15% of the 13F portfolio, value $67,537,791.

    13F-HR 0001398344-26-012836 filed by Sterling Capital 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 854,648 shares
    Change vs previous 13F -95,150 shares

    1.52% of the 13F portfolio, value $80,319,783.

    13F-HR 0001398344-26-006811 filed by Sterling Capital 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 949,798 shares
    Change vs previous 13F -377,646 shares

    1.54% of the 13F portfolio, value $94,894,342.

    13F-HR 0001398344-26-003032 filed by Sterling Capital 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 1,327,444 shares
    Change vs previous 13F -701,515 shares

    1.86% of the 13F portfolio, value $126,731,117.

    13F-HR 0001398344-25-020719 filed by Sterling Capital 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/A 2,028,959 shares
    Change vs previous 13F -139,909 shares

    2.63% of the 13F portfolio, value $185,122,250.

    13F-HR/A 0001398344-25-014776 filed by Sterling Capital 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 2,168,868 shares
    Change vs previous 13F -87,018 shares

    2.63% of the 13F portfolio, value $169,778,980.

    13F-HR 0001398344-25-009257 filed by Sterling Capital Management 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 2,255,886 shares
    Change vs previous 13F +16,041 shares

    2.29% of the 13F portfolio, value $166,958,118.

    13F-HR 0001398344-25-002700 filed by Sterling Capital Management 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 2,239,845 shares
    Change vs previous 13F not available

    1.88% of the 13F portfolio, value $145,164,347.

    13F-HR 0001398344-24-020415 filed by Sterling Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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