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Disclosery

Thompson David Blair: SCHW position timeline

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

Thompson David Blair held 3,398 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,398 shares
    Change vs previous 13F +314 shares

    0.16% of the 13F portfolio, value $313,533.

    13F-HR 0002150492-26-000003 filed by Thompson David Blair
    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 3,084 shares
    Change vs previous 13F -8,785 shares

    0.17% of the 13F portfolio, value $289,834.

    13F-HR 0002150492-26-000001 filed by Thompson David Blair
    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 11,869 shares
    Change vs previous 13F +4,167 shares

    0.68% of the 13F portfolio, value $1,185,820.

    13F-HR 0002150492-26-000002 filed by Thompson David Blair
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 7,702 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $570,025.

    13F-HR 0002150492-26-000004 filed by Thompson David Blair
    Filed (acceptance time not in the bulk data set), ingested

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