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Disclosery

Perpetual Ltd: SCHW position timeline

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

Perpetual Ltd held 455,719 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 455,719 shares
    Change vs previous 13F +437,509 shares

    0.6% of the 13F portfolio, value $42,049,192.

    13F-HR 0001104659-26-083835 filed by Perpetual Ltd
    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 18,210 shares
    Change vs previous 13F +1,004 shares

    0.03% of the 13F portfolio, value $1,711,376.

    13F-HR 0001104659-26-042917 filed by Perpetual Ltd
    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 17,206 shares
    Change vs previous 13F +1,725 shares

    0.02% of the 13F portfolio, value $1,719,051.

    13F-HR 0001104659-26-004946 filed by Perpetual Ltd
    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 15,481 shares
    Change vs previous 13F +4,204 shares

    0.02% of the 13F portfolio, value $1,477,971.

    13F-HR 0001104659-25-098515 filed by Perpetual Ltd
    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 11,277 shares
    Change vs previous 13F -172 shares

    0.01% of the 13F portfolio, value $1,028,913.

    13F-HR 0001104659-25-067159 filed by Perpetual Ltd
    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 11,449 shares
    Change vs previous 13F +5,957 shares

    0.01% of the 13F portfolio, value $896,228.

    13F-HR 0001104659-25-038201 filed by Perpetual Ltd
    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 5,492 shares
    Change vs previous 13F -303 shares

    <0.01% of the 13F portfolio, value $406,463.

    13F-HR 0001104659-25-004279 filed by Perpetual Ltd
    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 5,795 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $375,574.

    13F-HR 0001104659-24-107159 filed by Perpetual Ltd
    Filed (acceptance time not in the bulk data set), ingested

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