Skip to content
Disclosery

Rockefeller Capital Management L.P.: SCHW position timeline

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

Rockefeller Capital Management L.P. held 319,236 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 319,236 shares
    Change vs previous 13F -30,098 shares

    0.05% of the 13F portfolio, value $29,456,128.

    13F-HR 0001739439-26-000006 filed by Rockefeller Capital Management L.P.
    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 349,334 shares
    Change vs previous 13F -14,994 shares

    0.06% of the 13F portfolio, value $32,830,581.

    13F-HR 0001739439-26-000005 filed by Rockefeller Capital Management L.P.
    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/A 364,328 shares
    Change vs previous 13F +50,725 shares

    0.07% of the 13F portfolio, value $36,400,141.

    13F-HR/A 0001739439-26-000003 filed by Rockefeller Capital Management L.P.
    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 313,603 shares
    Change vs previous 13F +13,843 shares

    0.06% of the 13F portfolio, value $29,939,735.

    13F-HR 0001739439-25-000031 filed by Rockefeller Capital Management L.P.
    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/A 299,760 shares
    Change vs previous 13F +12,696 shares

    0.06% of the 13F portfolio, value $28,166,584.

    13F-HR/A 0001739439-25-000022 filed by Rockefeller Capital Management L.P.
    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 287,064 shares
    Change vs previous 13F +21,233 shares

    0.06% of the 13F portfolio, value $22,471,445.

    13F-HR 0001739439-25-000008 filed by Rockefeller Capital Management L.P.
    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 265,831 shares
    Change vs previous 13F -372 shares

    0.05% of the 13F portfolio, value $19,673,348.

    13F-HR 0001739439-25-000002 filed by Rockefeller Capital Management L.P.
    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 266,203 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $17,256,556.

    13F-HR 0001739439-24-000023 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

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