WRIGHT INVESTORS SERVICE INC: SCHW position timeline

WRIGHT INVESTORS SERVICE INC held 74,625 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 74,625 shares

   Change vs previous 13F +2,841 shares

   1.88% of the 13F portfolio, value $6,885,649.

   13F-HR 0001062993-26-004028 filed by WRIGHT INVESTORS SERVICE INC
   Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 71,784 shares

   Change vs previous 13F +10,709 shares

   2.12% of the 13F portfolio, value $6,746,260.

   13F-HR 0001062993-26-002198 filed by WRIGHT INVESTORS SERVICE INC
   Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 61,075 shares

   Change vs previous 13F +36,170 shares

   1.83% of the 13F portfolio, value $6,102,003.

   13F-HR 0001062993-26-000423 filed by WRIGHT INVESTORS SERVICE INC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 24,905 shares

   Change vs previous 13F +7,159 shares

   0.69% of the 13F portfolio, value $2,377,680.

   13F-HR 0001062993-25-016320 filed by WRIGHT INVESTORS SERVICE INC
   Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 17,746 shares

   Change vs previous 13F not available

   0.49% of the 13F portfolio, value $1,619,145.

   13F-HR 0001062993-25-012738 filed by WRIGHT INVESTORS SERVICE INC
   Filed 2025-07-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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