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Disclosery

M&G PLC: SCHW position timeline

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

M&G PLC held 145,187 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 145,187 shares
    Change vs previous 13F +25,006 shares

    0.07% of the 13F portfolio, value $13,357,204.

    13F-HR 0001193125-26-337122 filed by M&G PLC
    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 120,181 shares
    Change vs previous 13F +22,575 shares

    0.06% of the 13F portfolio, value $11,297,014.

    13F-HR 0001193125-26-220581 filed by M&G PLC
    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 97,606 shares
    Change vs previous 13F +6,132 shares

    0.05% of the 13F portfolio, value $9,760,600.

    13F-HR 0001193125-26-048106 filed by M&G PLC
    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 91,474 shares
    Change vs previous 13F -23,374 shares

    0.05% of the 13F portfolio, value $8,690,030.

    13F-HR 0001193125-25-271464 filed by M&G PLC
    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 114,848 shares
    Change vs previous 13F -14,538 shares

    0.06% of the 13F portfolio, value $10,451,168.

    13F-HR 0000950123-25-007299 filed by M&G PLC
    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 129,386 shares
    Change vs previous 13F -4,827 shares

    0.05% of the 13F portfolio, value $10,092,108.

    13F-HR 0000950123-25-004800 filed by M&G PLC
    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 134,213 shares
    Change vs previous 13F -11,916 shares

    0.06% of the 13F portfolio, value $9,931,762.

    13F-HR 0000950123-25-001525 filed by M&G PLC
    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 146,129 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $9,498,385.

    13F-HR 0000950123-24-010111 filed by M&G PLC
    Filed (acceptance time not in the bulk data set), ingested

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