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Ancora Advisors LLC: SCHW position timeline

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

Ancora Advisors LLC held 25,476 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 25,476 shares
    Change vs previous 13F -372 shares

    0.05% of the 13F portfolio, value $2,350,679.

    13F-HR 0001446114-26-000012 filed by Ancora Advisors 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 25,848 shares
    Change vs previous 13F +633 shares

    0.05% of the 13F portfolio, value $2,429,191.

    13F-HR 0001446114-26-000009 filed by Ancora Advisors 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 25,215 shares
    Change vs previous 13F +1,031 shares

    0.05% of the 13F portfolio, value $2,519,204.

    13F-HR 0001446114-26-000006 filed by Ancora Advisors 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 24,184 shares
    Change vs previous 13F -1,479 shares

    0.05% of the 13F portfolio, value $2,308,836.

    13F-HR 0001446114-25-000048 filed by Ancora Advisors 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 25,663 shares
    Change vs previous 13F -2,211 shares

    0.05% of the 13F portfolio, value $2,341,511.

    13F-HR 0001446114-25-000037 filed by Ancora Advisors 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 27,874 shares
    Change vs previous 13F -2,458 shares

    0.05% of the 13F portfolio, value $2,181,961.

    13F-HR 0001446114-25-000023 filed by Ancora Advisors 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 30,332 shares
    Change vs previous 13F -704 shares

    0.05% of the 13F portfolio, value $2,244,868.

    13F-HR 0001446114-25-000009 filed by Ancora Advisors 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 31,036 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,011,454.

    13F-HR 0001446114-24-000029 filed by Ancora Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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