ALLEN OPERATIONS LLC: SCHW position timeline

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

ALLEN OPERATIONS LLC held 3,795,067 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

period ended2026-06-30
13F 3,795,067 shares
Change vs previous 13F -1,913,598 shares
3.83% of the 13F portfolio, value $350,170,864.
13F-HR 0001214659-26-009633 filed by Allen Investment Management, LLC
Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- Allen Investment Management, LLC: 3,414,852 shares
- ALLEN OPERATIONS LLC: 380,215 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 5,708,665 shares
Change vs previous 13F -255,779 shares
6.13% of the 13F portfolio, value $536,500,369.
13F-HR 0001214659-26-005739 filed by Allen Investment Management, LLC
Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- Allen Investment Management, LLC: 5,328,450 shares
- ALLEN OPERATIONS LLC: 380,215 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 5,964,444 shares
Change vs previous 13F -264,329 shares
6.07% of the 13F portfolio, value $595,907,635.
13F-HR 0001214659-26-001416 filed by Allen Investment Management, LLC
Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- Allen Investment Management, LLC: 5,584,229 shares
- ALLEN OPERATIONS LLC: 380,215 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 6,228,773 shares
Change vs previous 13F -1,884,317 shares
6.04% of the 13F portfolio, value $594,660,991.
13F-HR 0001214659-25-015984 filed by Allen Investment Management, LLC
Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- Allen Investment Management, LLC: 5,848,558 shares
- ALLEN OPERATIONS LLC: 380,215 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 8,113,090 shares
Change vs previous 13F -535,968 shares
7.48% of the 13F portfolio, value $740,238,363.
13F-HR 0001214659-25-011666 filed by Allen Investment Management, LLC
Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- Allen Investment Management, LLC: 7,672,993 shares
- ALLEN OPERATIONS LLC: 440,097 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 8,649,058 shares
Change vs previous 13F -28,453 shares
7.37% of the 13F portfolio, value $677,048,287.
13F-HR 0001214659-25-007063 filed by Allen Investment Management, LLC
Filed 2025-05-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- Allen Investment Management, LLC: 8,208,961 shares
- ALLEN OPERATIONS LLC: 440,097 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 8,677,511 shares
Change vs previous 13F -319,911 shares
6.91% of the 13F portfolio, value $642,222,615.
13F-HR 0001214659-25-002274 filed by Allen Investment Management, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- Allen Investment Management, LLC: 8,237,414 shares
- ALLEN OPERATIONS LLC: 440,097 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 8,997,422 shares
Change vs previous 13F not available
6.47% of the 13F portfolio, value $583,122,931.
13F-HR 0001214659-24-018529 filed by Allen Investment Management, LLC
Filed 2024-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- Allen Investment Management, LLC: 8,494,607 shares
- ALLEN OPERATIONS LLC: 502,815 shares
Acceptance time not in the bulk data set (spec §4.2).