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FIRST TRUST ADVISORS LP: SCHW position timeline

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

FIRST TRUST ADVISORS LP held 4,795,131 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 4,795,131 shares
    Change vs previous 13F +1,417,946 shares

    0.26% of the 13F portfolio, value $442,446,694.

    13F-HR 0001445546-26-005965 filed by FIRST TRUST 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 3,377,185 shares
    Change vs previous 13F +759,220 shares

    0.23% of the 13F portfolio, value $317,387,866.

    13F-HR 0001445546-26-003611 filed by FIRST TRUST 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 2,617,965 shares
    Change vs previous 13F +411,645 shares

    0.19% of the 13F portfolio, value $261,560,913.

    13F-HR 0001445546-26-001219 filed by FIRST TRUST 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 2,206,320 shares
    Change vs previous 13F +1,644,503 shares

    0.16% of the 13F portfolio, value $210,637,330.

    13F-HR 0001445546-25-007494 filed by FIRST TRUST 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 561,817 shares
    Change vs previous 13F +406,146 shares

    0.04% of the 13F portfolio, value $51,260,166.

    13F-HR 0001445546-25-005500 filed by FIRST TRUST 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 155,671 shares
    Change vs previous 13F +104,606 shares

    0.01% of the 13F portfolio, value $12,185,913.

    13F-HR 0001445546-25-003484 filed by FIRST TRUST 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 51,065 shares
    Change vs previous 13F -402,207 shares

    <0.01% of the 13F portfolio, value $3,779,351.

    13F-HR 0001445546-25-001262 filed by FIRST TRUST 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 453,272 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $29,376,558.

    13F-HR 0001445546-24-007640 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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