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Stonebridge Capital Advisors LLC: SCHW position timeline

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

Stonebridge Capital Advisors LLC held 37,354 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,354 shares
    Change vs previous 13F -572 shares

    0.22% of the 13F portfolio, value $3,446,657.

    13F-HR 0001600035-26-000003 filed by Stonebridge Capital Advisors 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 37,926 shares
    Change vs previous 13F -855 shares

    0.25% of the 13F portfolio, value $3,564,271.

    13F-HR 0001600035-26-000002 filed by Stonebridge Capital Advisors 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 38,781 shares
    Change vs previous 13F -524 shares

    0.27% of the 13F portfolio, value $3,874,652.

    13F-HR 0001600035-26-000001 filed by Stonebridge Capital Advisors 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 39,305 shares
    Change vs previous 13F +198 shares

    0.27% of the 13F portfolio, value $3,752,403.

    13F-HR 0001600035-25-000005 filed by Stonebridge Capital Advisors 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 39,107 shares
    Change vs previous 13F -2,295 shares

    0.27% of the 13F portfolio, value $3,568,158.

    13F-HR 0001600035-25-000003 filed by Stonebridge Capital Advisors 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 41,402 shares
    Change vs previous 13F +800 shares

    0.26% of the 13F portfolio, value $3,240,966.

    13F-HR 0001600035-25-000002 filed by Stonebridge Capital Advisors 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 40,602 shares
    Change vs previous 13F -2,717 shares

    0.24% of the 13F portfolio, value $3,004,986.

    13F-HR 0001600035-25-000001 filed by Stonebridge Capital Advisors 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 43,319 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,807,511.

    13F-HR 0001600035-24-000006 filed by Stonebridge Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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