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Disclosery

Savant Capital, LLC: SCHW position timeline

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

Savant Capital, LLC held 61,009 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 61,009 shares
    Change vs previous 13F +31,874 shares

    0.02% of the 13F portfolio, value $5,799,865.

    13F-HR 0001482880-26-000014 filed by Savant Capital, 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 29,135 shares
    Change vs previous 13F +6,309 shares

    0.01% of the 13F portfolio, value $2,738,142.

    13F-HR 0001482880-26-000009 filed by Savant Capital, 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 22,826 shares
    Change vs previous 13F +455 shares

    0.01% of the 13F portfolio, value $2,280,587.

    13F-HR 0001482880-26-000005 filed by Savant Capital, 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/A 22,371 shares
    Change vs previous 13F +1,393 shares

    0.01% of the 13F portfolio, value $2,135,754.

    13F-HR/A 0001482880-26-000008 filed by Savant Capital, 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/A 20,978 shares
    Change vs previous 13F +2,610 shares

    0.01% of the 13F portfolio, value $1,913,990.

    13F-HR/A 0001482880-26-000007 filed by Savant Capital, 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/A 18,368 shares
    Change vs previous 13F -10,149 shares

    0.01% of the 13F portfolio, value $1,437,853.

    13F-HR/A 0001482880-26-000006 filed by Savant Capital, 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 28,517 shares
    Change vs previous 13F +6,981 shares

    0.02% of the 13F portfolio, value $2,110,563.

    13F-HR 0001085146-25-000573 filed by Savant Capital, 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 21,536 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,395,565.

    13F-HR 0001085146-24-005340 filed by Savant Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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