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V-Square Quantitative Management LLC: SCHW position timeline

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

V-Square Quantitative Management LLC held 29,685 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,685 shares
    Change vs previous 13F -4,453 shares

    0.26% of the 13F portfolio, value $2,739,035.

    13F-HR 0001943239-26-000006 filed by V-Square Quantitative Management 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 34,138 shares
    Change vs previous 13F -525 shares

    0.34% of the 13F portfolio, value $3,208,289.

    13F-HR 0001943239-26-000003 filed by V-Square Quantitative Management 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 34,663 shares
    Change vs previous 13F +804 shares

    0.36% of the 13F portfolio, value $3,463,180.

    13F-HR 0001943239-26-000002 filed by V-Square Quantitative Management 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 33,859 shares
    Change vs previous 13F +2,052 shares

    0.55% of the 13F portfolio, value $3,232,519.

    13F-HR 0001943239-25-000009 filed by V-Square Quantitative Management 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 31,807 shares
    Change vs previous 13F +2,659 shares

    0.39% of the 13F portfolio, value $2,902,071.

    13F-HR 0001943239-25-000004 filed by V-Square Quantitative Management 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 29,148 shares
    Change vs previous 13F +3,820 shares

    0.33% of the 13F portfolio, value $2,281,705.

    13F-HR 0001943239-25-000003 filed by V-Square Quantitative Management 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 25,328 shares
    Change vs previous 13F +1,618 shares

    0.27% of the 13F portfolio, value $1,874,525.

    13F-HR 0001943239-25-000001 filed by V-Square Quantitative Management 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 23,710 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,536,645.

    13F-HR 0001943239-24-000011 filed by V-Square Quantitative Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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