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Disclosery

Van Diest Capital, LLC: SCHW position timeline

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

Van Diest Capital, LLC held 10,687 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,687 shares
    Change vs previous 13F -16,609 shares

    0.88% of the 13F portfolio, value $986,124.

    13F-HR 0002085853-26-000926 filed by Van Diest 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 27,296 shares
    Change vs previous 13F +16,419 shares

    2.02% of the 13F portfolio, value $2,565,224.

    13F-HR 0002085853-26-000595 filed by Van Diest 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 10,877 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $1,086,695.

    13F-HR 0002085853-26-000281 filed by Van Diest Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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