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Madison Asset Management, LLC: SCHW position timeline

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

Madison Asset Management, LLC held 847,868 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 847,868 shares
    Change vs previous 13F +126,038 shares

    0.93% of the 13F portfolio, value $78,232,796.

    13F-HR 0001954889-26-000022 filed by Madison Asset Management, LLC
    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 721,830 shares
    Change vs previous 13F -39,520 shares

    0.84% of the 13F portfolio, value $67,837,592.

    13F-HR 0001954889-26-000018 filed by Madison Asset Management, LLC
    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 761,350 shares
    Change vs previous 13F -48,260 shares

    0.88% of the 13F portfolio, value $76,066,496.

    13F-HR 0001954889-26-000008 filed by Madison Asset Management, LLC
    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 809,610 shares
    Change vs previous 13F -31,472 shares

    0.85% of the 13F portfolio, value $77,293,457.

    13F-HR 0001954889-25-000033 filed by Madison Asset Management, LLC
    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 841,082 shares
    Change vs previous 13F -116,559 shares

    0.83% of the 13F portfolio, value $76,740,319.

    13F-HR 0001954889-25-000027 filed by Madison Asset Management, LLC
    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 957,641 shares
    Change vs previous 13F -965,237 shares

    0.84% of the 13F portfolio, value $74,964,152.

    13F-HR 0001954889-25-000019 filed by Madison Asset Management, LLC
    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/A 1,922,878 shares
    Change vs previous 13F +940,269 shares

    0.8% of the 13F portfolio, value $142,312,162.

    13F-HR 0001954889-25-000006 filed by Madison Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Madison Asset Management, LLC: 961,439 shares
    • Madison Investment Advisors, LLC: 961,439 shares

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

  8. period ended2024-09-30
    13F 982,609 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $63,682,914.

    13F-HR 0001954889-24-000003 filed by Madison Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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