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TOWER BRIDGE ADVISORS: SCHW position timeline

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

TOWER BRIDGE ADVISORS held 121,059 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 121,059 shares
    Change vs previous 13F -2,731 shares

    1.01% of the 13F portfolio, value $11,170,114.

    13F-HR 0001278249-26-000008 filed by TOWER BRIDGE ADVISORS
    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 123,790 shares
    Change vs previous 13F +4,505 shares

    1.12% of the 13F portfolio, value $11,633,784.

    13F-HR 0001278249-26-000004 filed by TOWER BRIDGE ADVISORS
    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 119,285 shares
    Change vs previous 13F -1,958 shares

    1.2% of the 13F portfolio, value $11,917,764.

    13F-HR 0001278249-26-000002 filed by TOWER BRIDGE ADVISORS
    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 121,243 shares
    Change vs previous 13F -2,785 shares

    1.16% of the 13F portfolio, value $11,575,069.

    13F-HR 0001278249-25-000010 filed by TOWER BRIDGE ADVISORS
    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 124,028 shares
    Change vs previous 13F +7,910 shares

    1.22% of the 13F portfolio, value $11,316,315.

    13F-HR 0001278249-25-000005 filed by TOWER BRIDGE ADVISORS
    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 116,118 shares
    Change vs previous 13F -5,425 shares

    1.02% of the 13F portfolio, value $9,089,717.

    13F-HR 0001278249-25-000002 filed by TOWER BRIDGE ADVISORS
    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 121,543 shares
    Change vs previous 13F -6,316 shares

    0.96% of the 13F portfolio, value $8,995,397.

    13F-HR 0001278249-25-000001 filed by TOWER BRIDGE ADVISORS
    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 127,859 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $8,286,542.

    13F-HR 0001278249-24-000006 filed by TOWER BRIDGE ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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