ZACKS INVESTMENT MANAGEMENT: SCHW position timeline

ZACKS INVESTMENT MANAGEMENT held 4,631 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 4,631 shares

   Change vs previous 13F +1,765 shares

   <0.01% of the 13F portfolio, value $427,395.

   13F-HR 0001172661-26-003391 filed by ZACKS INVESTMENT MANAGEMENT
   Filed 2026-08-13 (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 2,866 shares

   Change vs previous 13F -2,036 shares

   <0.01% of the 13F portfolio, value $269,377.

   13F-HR 0001172661-26-001904 filed by ZACKS INVESTMENT MANAGEMENT
   Filed 2026-05-14 (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 4,902 shares

   Change vs previous 13F -658 shares

   <0.01% of the 13F portfolio, value $489,731.

   13F-HR 0001172661-26-000942 filed by ZACKS INVESTMENT MANAGEMENT
   Filed 2026-02-17 (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 5,560 shares

   Change vs previous 13F +5,560 shares

   <0.01% of the 13F portfolio, value $530,862.

   13F-HR 0001172661-25-005127 filed by ZACKS INVESTMENT MANAGEMENT
   Filed 2025-11-14 (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 ended2024-09-30

   13F 0 shares

   Change vs previous 13F not available

   13F-HR 0001172661-24-004993 filed by ZACKS INVESTMENT MANAGEMENT
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

   Exited: the 13F for this period no longer lists the position.