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MALTESE CAPITAL MANAGEMENT LLC: SCHW position timeline

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

MALTESE CAPITAL MANAGEMENT LLC held 0 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 0 shares
    Change vs previous 13F -45,200 shares

    13F-HR 0000919574-26-005494 filed by MALTESE CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 45,200 shares
    Change vs previous 13F -4,800 shares

    0.84% of the 13F portfolio, value $4,247,896.

    13F-HR 0000919574-26-003443 filed by MALTESE CAPITAL 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 50,000 shares
    Change vs previous 13F -12,500 shares

    0.89% of the 13F portfolio, value $4,995,500.

    13F-HR 0000919574-26-001000 filed by MALTESE CAPITAL 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 62,500 shares
    Change vs previous 13F +12,500 shares

    0.9% of the 13F portfolio, value $5,966,875.

    13F-HR 0000919574-25-007015 filed by MALTESE CAPITAL 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 50,000 shares
    Change vs previous 13F +35,000 shares

    0.64% of the 13F portfolio, value $4,561,999.

    13F-HR 0000919574-25-004794 filed by MALTESE CAPITAL 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 15,000 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,174,200.

    13F-HR 0000919574-25-003055 filed by MALTESE CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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