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CARY STREET PARTNERS ASSET MANAGEMENT LLC: SCHW position timeline

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 36,480 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,480 shares
    Change vs previous 13F -1,571 shares

    0.07% of the 13F portfolio, value $3,366,006.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 31,648 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 4,832 shares

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

  2. period ended2026-03-31
    13F 38,051 shares
    Change vs previous 13F +248 shares

    0.08% of the 13F portfolio, value $3,575,963.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 32,428 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 5,623 shares

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

  3. period ended2025-12-31
    13F 37,803 shares
    Change vs previous 13F +1,015 shares

    0.09% of the 13F portfolio, value $3,776,861.

    13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 32,897 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 4,906 shares

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

  4. period ended2025-09-30
    13F 36,788 shares
    Change vs previous 13F -81 shares

    0.09% of the 13F portfolio, value $3,512,167.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 32,564 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 4,224 shares

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

  5. period ended2025-06-30
    13F 36,869 shares
    Change vs previous 13F +6,909 shares

    0.09% of the 13F portfolio, value $3,363,906.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 32,700 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 4,169 shares

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

  6. period ended2025-03-31
    13F 29,960 shares
    Change vs previous 13F +7,150 shares

    0.07% of the 13F portfolio, value $2,345,266.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 26,302 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,658 shares

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

  7. period ended2024-12-31
    13F 22,810 shares
    Change vs previous 13F -63,870 shares

    0.05% of the 13F portfolio, value $1,688,139.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 19,654 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,156 shares

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

  8. period ended2024-09-30
    13F 86,680 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $5,617,705.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

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