Skip to content
Disclosery

YOUSIF CAPITAL MANAGEMENT, LLC: SCHW position timeline

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

YOUSIF CAPITAL MANAGEMENT, LLC held 164,935 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 164,935 shares
    Change vs previous 13F -14,950 shares

    0.17% of the 13F portfolio, value $15,218,594.

    13F-HR 0001858789-26-000004 filed by YOUSIF CAPITAL 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 179,885 shares
    Change vs previous 13F -5,931 shares

    0.2% of the 13F portfolio, value $16,905,634.

    13F-HR 0001858789-26-000003 filed by YOUSIF CAPITAL 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 185,816 shares
    Change vs previous 13F -13,242 shares

    0.21% of the 13F portfolio, value $18,765,603.

    13F-HR 0001858789-26-000001 filed by YOUSIF CAPITAL 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 199,058 shares
    Change vs previous 13F -12,306 shares

    0.2% of the 13F portfolio, value $19,004,060.

    13F-HR 0001858789-25-000008 filed by YOUSIF CAPITAL 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 211,364 shares
    Change vs previous 13F -1,309 shares

    0.21% of the 13F portfolio, value $19,284,861.

    13F-HR 0001858789-25-000006 filed by YOUSIF CAPITAL 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 212,673 shares
    Change vs previous 13F +20,200 shares

    0.19% of the 13F portfolio, value $16,648,042.

    13F-HR 0001858789-25-000003 filed by YOUSIF CAPITAL 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 192,473 shares
    Change vs previous 13F -6,537 shares

    0.16% of the 13F portfolio, value $14,244,927.

    13F-HR 0001858789-25-000001 filed by YOUSIF CAPITAL 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 199,010 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $12,897,838.

    13F-HR 0001858789-24-000009 filed by YOUSIF CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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