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Disclosery

TOWNSQUARE CAPITAL LLC: SCHW position timeline

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

TOWNSQUARE CAPITAL LLC held 8,508 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 8,508 shares
    Change vs previous 13F +484 shares

    0.14% of the 13F portfolio, value $785,033.

    13F-HR 0001580642-26-005279 filed by TOWNSQUARE CAPITAL 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 8,024 shares
    Change vs previous 13F +677 shares

    0.17% of the 13F portfolio, value $754,095.

    13F-HR 0001580642-26-003153 filed by TOWNSQUARE CAPITAL 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 7,347 shares
    Change vs previous 13F -704 shares

    0.16% of the 13F portfolio, value $734,039.

    13F-HR 0001580642-26-000991 filed by TOWNSQUARE CAPITAL 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 8,051 shares
    Change vs previous 13F -2,791 shares

    0.12% of the 13F portfolio, value $768,593.

    13F-HR 0001580642-25-006952 filed by TOWNSQUARE CAPITAL 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 10,842 shares
    Change vs previous 13F -129,109 shares

    0.1% of the 13F portfolio, value $989,201.

    13F-HR 0001580642-25-005096 filed by TOWNSQUARE CAPITAL 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 139,951 shares
    Change vs previous 13F +78,065 shares

    0.12% of the 13F portfolio, value $10,955,301.

    13F-HR 0001580642-25-003053 filed by TOWNSQUARE CAPITAL 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 61,886 shares
    Change vs previous 13F +1,373 shares

    0.05% of the 13F portfolio, value $4,580,176.

    13F-HR 0001580642-25-000986 filed by TOWNSQUARE CAPITAL 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 60,513 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,921,825.

    13F-HR 0001580642-24-006926 filed by TOWNSQUARE CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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