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Disclosery

New York Life Investment Management LLC: SCHW position timeline

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

New York Life Investment Management LLC held 243,914 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 243,914 shares
    Change vs previous 13F -4,411 shares

    0.16% of the 13F portfolio, value $22,505,945.

    13F-HR 0001133639-26-000005 filed by New York Life Investment 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 248,325 shares
    Change vs previous 13F +19,320 shares

    0.2% of the 13F portfolio, value $23,337,584.

    13F-HR 0001133639-26-000002 filed by New York Life Investment 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 229,005 shares
    Change vs previous 13F -2,640 shares

    0.2% of the 13F portfolio, value $22,879,890.

    13F-HR 0001133639-26-000001 filed by New York Life Investment 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 231,645 shares
    Change vs previous 13F -631 shares

    0.19% of the 13F portfolio, value $22,115,148.

    13F-HR 0001133639-25-000002 filed by New York Life Investment 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 232,276 shares
    Change vs previous 13F -16,510 shares

    0.2% of the 13F portfolio, value $21,192,862.

    13F-HR 0001085146-25-004443 filed by New York Life Investment 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 248,786 shares
    Change vs previous 13F +47,951 shares

    0.2% of the 13F portfolio, value $19,474,968.

    13F-HR 0001085146-25-002757 filed by New York Life Investment 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 200,835 shares
    Change vs previous 13F +1,693 shares

    0.15% of the 13F portfolio, value $14,863,798.

    13F-HR 0001085146-25-000773 filed by New York Life Investment Management LLC
    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 199,142 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $12,906,393.

    13F-HR 0001085146-24-005419 filed by New York Life Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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