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Disclosery

FIRST FOUNDATION ADVISORS: SCHW position timeline

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

FIRST FOUNDATION ADVISORS held 197,480 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 197,480 shares
    Change vs previous 13F +2,070 shares

    0.65% of the 13F portfolio, value $18,221,507.

    13F-HR 0001086763-26-000005 filed by FIRST FOUNDATION ADVISORS
    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 195,410 shares
    Change vs previous 13F +2,574 shares

    0.74% of the 13F portfolio, value $18,364,626.

    13F-HR 0001086763-26-000003 filed by FIRST FOUNDATION ADVISORS
    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 192,836 shares
    Change vs previous 13F -3,411 shares

    0.73% of the 13F portfolio, value $19,266,249.

    13F-HR 0001086763-26-000002 filed by FIRST FOUNDATION ADVISORS
    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 196,247 shares
    Change vs previous 13F -15,001 shares

    0.69% of the 13F portfolio, value $18,735,696.

    13F-HR 0001086763-25-000016 filed by FIRST FOUNDATION ADVISORS
    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 211,248 shares
    Change vs previous 13F -10,178 shares

    0.71% of the 13F portfolio, value $19,274,298.

    13F-HR 0001086763-25-000012 filed by FIRST FOUNDATION ADVISORS
    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 221,426 shares
    Change vs previous 13F -22,944 shares

    0.71% of the 13F portfolio, value $17,333,217.

    13F-HR 0001086763-25-000007 filed by FIRST FOUNDATION ADVISORS
    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 244,370 shares
    Change vs previous 13F -38,460 shares

    0.68% of the 13F portfolio, value $18,085,855.

    13F-HR 0001086763-25-000003 filed by FIRST FOUNDATION ADVISORS
    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 282,830 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $18,330,240.

    13F-HR 0001086763-24-000021 filed by FIRST FOUNDATION ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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