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Disclosery

CONNING INC.: SCHW position timeline

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

CONNING INC. held 63,081 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,081 shares
    Change vs previous 13F +6,672 shares

    0.17% of the 13F portfolio, value $5,820,485.

    13F-HR 0000801051-26-000003 filed by CONNING 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 56,409 shares
    Change vs previous 13F -453 shares

    0.18% of the 13F portfolio, value $5,301,317.

    13F-HR 0000801051-26-000002 filed by CONNING 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 56,862 shares
    Change vs previous 13F +3,615 shares

    0.19% of the 13F portfolio, value $5,681,082.

    13F-HR 0000801051-26-000001 filed by CONNING 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 53,247 shares
    Change vs previous 13F +1,421 shares

    0.17% of the 13F portfolio, value $5,083,492.

    13F-HR 0000801051-25-000002 filed by CONNING 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 51,826 shares
    Change vs previous 13F -3,821 shares

    0.16% of the 13F portfolio, value $4,728,605.

    13F-HR 0001085146-25-004150 filed by CONNING 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 55,647 shares
    Change vs previous 13F -10,708 shares

    0.15% of the 13F portfolio, value $4,356,046.

    13F-HR 0001085146-25-002409 filed by CONNING 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 66,355 shares
    Change vs previous 13F -12,273 shares

    0.17% of the 13F portfolio, value $4,910,934.

    13F-HR 0001085146-25-000536 filed by CONNING 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 78,628 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $5,095,881.

    13F-HR 0001085146-24-005211 filed by CONNING INC.
    Filed (acceptance time not in the bulk data set), ingested

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