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Disclosery

VESTOR CAPITAL, LLC: SCHW position timeline

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

VESTOR CAPITAL, LLC held 47,192 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,192 shares
    Change vs previous 13F +45,883 shares

    0.71% of the 13F portfolio, value $11,211,000.

    13F-HR 0001132699-26-000004 filed by VESTOR 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 1,309 shares
    Change vs previous 13F -13,966 shares

    0.01% of the 13F portfolio, value $123,000.

    13F-HR 0001132699-26-000002 filed by VESTOR 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 15,275 shares
    Change vs previous 13F +13,691 shares

    0.01% of the 13F portfolio, value $149.

    13F-HR 0001132699-26-000001 filed by VESTOR 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 1,584 shares
    Change vs previous 13F -66,708 shares

    0.01% of the 13F portfolio, value $151,000.

    13F-HR 0001132699-25-000006 filed by VESTOR 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 68,292 shares
    Change vs previous 13F +66,754 shares

    0.56% of the 13F portfolio, value $7,519,000.

    13F-HR 0001132699-25-000004 filed by VESTOR 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 1,538 shares
    Change vs previous 13F -18 shares

    0.01% of the 13F portfolio, value $120,000.

    13F-HR 0001132699-25-000002 filed by VESTOR 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 1,556 shares
    Change vs previous 13F +107 shares

    0.01% of the 13F portfolio, value $115,000.

    13F-HR 0001132699-25-000001 filed by VESTOR 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 1,449 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $94,000.

    13F-HR 0001132699-24-000006 filed by VESTOR CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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