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THORNBURG INVESTMENT MANAGEMENT INC: SCHW position timeline

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

THORNBURG INVESTMENT MANAGEMENT INC held 1,170,451 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,170,451 shares
    Change vs previous 13F +360,891 shares

    1.03% of the 13F portfolio, value $107,997,514.

    13F-HR 0001140361-26-032780 filed by THORNBURG INVESTMENT MANAGEMENT INC
    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 809,560 shares
    Change vs previous 13F +54,672 shares

    0.79% of the 13F portfolio, value $76,082,449.

    13F-HR 0001140361-26-020785 filed by THORNBURG INVESTMENT MANAGEMENT INC
    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 754,888 shares
    Change vs previous 13F -1,117 shares

    0.95% of the 13F portfolio, value $75,420,860.

    13F-HR 0001140361-26-005232 filed by THORNBURG INVESTMENT MANAGEMENT INC
    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 756,005 shares
    Change vs previous 13F -57,869 shares

    0.94% of the 13F portfolio, value $72,175,797.

    13F-HR 0001140361-25-041494 filed by THORNBURG INVESTMENT MANAGEMENT INC
    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 813,874 shares
    Change vs previous 13F -87,685 shares

    0.96% of the 13F portfolio, value $74,257,864.

    13F-HR 0001140361-25-030647 filed by THORNBURG INVESTMENT MANAGEMENT INC
    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 901,559 shares
    Change vs previous 13F -34,792 shares

    0.99% of the 13F portfolio, value $705,740,385.

    13F-HR 0001140361-25-017766 filed by THORNBURG INVESTMENT MANAGEMENT INC
    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 936,351 shares
    Change vs previous 13F -57,465 shares

    0.92% of the 13F portfolio, value $69,299,338.

    13F-HR 0001140361-25-004382 filed by THORNBURG INVESTMENT MANAGEMENT INC
    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 993,816 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $64,409,215.

    13F-HR 0001140361-24-045910 filed by THORNBURG INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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