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Disclosery

BROWN ADVISORY INC: SCHW position timeline

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

BROWN ADVISORY INC held 9,318,993 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 9,318,993 shares
    Change vs previous 13F +176,928 shares

    1.33% of the 13F portfolio, value $859,864,966.

    13F-HR 0001345929-26-000038 filed by BROWN ADVISORY INC
    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 9,142,065 shares
    Change vs previous 13F -3,053,368 shares

    1.41% of the 13F portfolio, value $859,172,794.

    13F-HR 0001345929-26-000028 filed by BROWN ADVISORY INC
    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 12,195,433 shares
    Change vs previous 13F -296,828 shares

    1.7% of the 13F portfolio, value $1,218,447,859.

    13F-HR 0001345929-26-000018 filed by BROWN ADVISORY INC
    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 12,492,261 shares
    Change vs previous 13F +330,001 shares

    1.55% of the 13F portfolio, value $1,192,638,423.

    13F-HR 0001345929-25-000002 filed by BROWN ADVISORY INC
    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 12,162,260 shares
    Change vs previous 13F +5,708,208 shares

    1.46% of the 13F portfolio, value $1,109,687,205.

    13F-HR 0001085146-25-005034 filed by BROWN ADVISORY INC
    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 6,454,052 shares
    Change vs previous 13F +1,757,720 shares

    0.72% of the 13F portfolio, value $505,223,177.

    13F-HR 0001085146-25-002448 filed by BROWN ADVISORY INC
    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 4,696,332 shares
    Change vs previous 13F -99,617 shares

    0.44% of the 13F portfolio, value $347,575,540.

    13F-HR 0001085146-25-001491 filed by BROWN ADVISORY INC
    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 4,795,949 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $310,825,468.

    13F-HR 0001085146-24-005669 filed by BROWN ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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