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DIMENSIONAL FUND ADVISORS LP: SCHW position timeline

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

DIMENSIONAL FUND ADVISORS LP held 6,309,493 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 6,309,493 shares
    Change vs previous 13F +566,559 shares

    0.11% of the 13F portfolio, value $582,112,455.

    13F-HR 0000354204-26-000866 filed by DIMENSIONAL FUND ADVISORS LP
    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 5,742,934 shares
    Change vs previous 13F +60,979 shares

    0.11% of the 13F portfolio, value $539,705,070.

    13F-HR 0000354204-26-000581 filed by DIMENSIONAL FUND ADVISORS LP
    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 5,681,955 shares
    Change vs previous 13F -65,318 shares

    0.12% of the 13F portfolio, value $567,704,824.

    13F-HR 0000354204-26-000347 filed by DIMENSIONAL FUND ADVISORS LP
    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 5,747,273 shares
    Change vs previous 13F +229,172 shares

    0.12% of the 13F portfolio, value $548,746,752.

    13F-HR 0000354204-25-001337 filed by DIMENSIONAL FUND ADVISORS LP
    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 5,518,101 shares
    Change vs previous 13F +39,924 shares

    0.12% of the 13F portfolio, value $503,435,092.

    13F-HR 0000354204-25-001097 filed by DIMENSIONAL FUND ADVISORS LP
    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 5,478,177 shares
    Change vs previous 13F +623,113 shares

    0.11% of the 13F portfolio, value $428,790,689.

    13F-HR 0000354204-25-000866 filed by DIMENSIONAL FUND ADVISORS LP
    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 4,855,064 shares
    Change vs previous 13F -23,897 shares

    0.09% of the 13F portfolio, value $359,330,584.

    13F-HR 0000354204-25-000528 filed by DIMENSIONAL FUND ADVISORS LP
    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 4,878,961 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $316,186,875.

    13F-HR 0000354204-24-004773 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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