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Weaver C. Barksdale & Associates, Inc.: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Weaver C. Barksdale & Associates, Inc. on SCHW, newest first. How the timeline and the estimate are built.

Weaver C. Barksdale & Associates, Inc. held 21,435 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 21,435 shares
    Change vs previous 13F -27 shares

    1.77% of the 13F portfolio, value $1,977,770.

    13F-HR 0001214659-26-010105 filed by Weaver C. Barksdale & Associates, Inc.
    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 21,462 shares
    Change vs previous 13F +1,247 shares

    1.92% of the 13F portfolio, value $2,016,666.

    13F-HR 0001214659-26-006136 filed by Weaver C. Barksdale & Associates, Inc.
    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 20,215 shares
    Change vs previous 13F -2,133 shares

    2.12% of the 13F portfolio, value $2,020,371.

    13F-HR 0001214659-26-001653 filed by Weaver C. Barksdale & Associates, Inc.
    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 22,348 shares
    Change vs previous 13F -1,452 shares

    2.05% of the 13F portfolio, value $2,133,406.

    13F-HR 0001214659-25-016245 filed by Weaver C. Barksdale & Associates, Inc.
    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 23,800 shares
    Change vs previous 13F -5,345 shares

    2.08% of the 13F portfolio, value $2,172,716.

    13F-HR 0001214659-25-011831 filed by Weaver C. Barksdale & Associates, Inc.
    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 29,145 shares
    Change vs previous 13F -701 shares

    2.19% of the 13F portfolio, value $2,282,195.

    13F-HR 0001214659-25-007513 filed by Weaver C. Barksdale & Associates, Inc.
    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 29,846 shares
    Change vs previous 13F -763 shares

    2.12% of the 13F portfolio, value $2,210,884.

    13F-HR 0001214659-25-002428 filed by Weaver C. Barksdale & Associates, Inc.
    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 30,609 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $1,983,786.

    13F-HR 0001214659-24-018832 filed by Weaver C. Barksdale & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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