Skip to content
Disclosery

SUMMITRY LLC: SCHW position timeline

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

SUMMITRY LLC held 707,019 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 707,019 shares
    Change vs previous 13F +2,102 shares

    2.15% of the 13F portfolio, value $65,236,646.

    13F-HR 0001941040-26-000431 filed by SUMMITRY 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/A 704,917 shares
    Change vs previous 13F -2,369 shares

    2.34% of the 13F portfolio, value $66,248,117.

    13F-HR/A 0001941040-26-000383 filed by SUMMITRY 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 707,286 shares
    Change vs previous 13F +14,689 shares

    2.94% of the 13F portfolio, value $70,664,946.

    13F-HR 0001941040-26-000079 filed by SUMMITRY 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 692,597 shares
    Change vs previous 13F -238,670 shares

    2.79% of the 13F portfolio, value $66,122,206.

    13F-HR 0001941040-25-000598 filed by SUMMITRY 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 931,267 shares
    Change vs previous 13F -98,278 shares

    3.85% of the 13F portfolio, value $84,968,786.

    13F-HR 0001941040-25-000465 filed by SUMMITRY 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 1,029,545 shares
    Change vs previous 13F +13,406 shares

    4.07% of the 13F portfolio, value $80,592,798.

    13F-HR 0001085146-25-003029 filed by SUMMITRY 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 1,016,139 shares
    Change vs previous 13F +10,673 shares

    3.68% of the 13F portfolio, value $75,204,439.

    13F-HR 0001085146-25-001020 filed by SUMMITRY 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 1,005,466 shares
    Change vs previous 13F not available

    3.11% of the 13F portfolio, value $65,164,220.

    13F-HR 0001085146-24-005408 filed by SUMMITRY LLC
    Filed (acceptance time not in the bulk data set), ingested

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