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Disclosery

B. Metzler seel. Sohn & Co. AG: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of B. Metzler seel. Sohn & Co. AG on SCHW, newest first. How the timeline and the estimate are built.

B. Metzler seel. Sohn & Co. AG held 206,143 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 206,143 shares
    Change vs previous 13F +13,576 shares

    0.16% of the 13F portfolio, value $19,020,814.

    13F-HR 0000947871-26-000780 filed by B. Metzler seel. Sohn & Co. AG
    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 192,567 shares
    Change vs previous 13F -24,221 shares

    0.17% of the 13F portfolio, value $18,097,447.

    13F-HR 0000947871-26-000503 filed by B. Metzler seel. Sohn & Co. AG
    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 216,788 shares
    Change vs previous 13F -3,208 shares

    0.19% of the 13F portfolio, value $21,683,109.

    13F-HR 0000947871-26-000069 filed by B. Metzler seel. Sohn & Co. AG
    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 219,996 shares
    Change vs previous 13F +629 shares

    0.19% of the 13F portfolio, value $21,002,637.

    13F-HR 0000947871-25-000988 filed by B. Metzler seel. Sohn & Co. AG
    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 219,367 shares
    Change vs previous 13F -13,175 shares

    0.19% of the 13F portfolio, value $20,014,498.

    13F-HR 0000947871-25-000732 filed by B. Metzler seel. Sohn & Co. AG
    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 232,542 shares
    Change vs previous 13F +62,883 shares

    0.19% of the 13F portfolio, value $18,203,003.

    13F-HR 0000947871-25-000506 filed by B. Metzler seel. Sohn & Co. AG
    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 169,659 shares
    Change vs previous 13F -50,602 shares

    0.13% of the 13F portfolio, value $12,556,462.

    13F-HR 0000947871-25-000122 filed by B. Metzler seel. Sohn & Co. AG
    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 220,261 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $14,274,526.

    13F-HR 0000947871-24-000866 filed by B. Metzler seel. Sohn & Co. AG
    Filed (acceptance time not in the bulk data set), ingested

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