Skip to content
Disclosery

Stephens Investment Management Group LLC: SCHW position timeline

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

Stephens Investment Management Group LLC held 20,448 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,448 shares
    Change vs previous 13F -32,058 shares

    0.02% of the 13F portfolio, value $1,886,758.

    13F-HR 0000757657-26-000017 filed by STEPHENS INC /AR/
    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 52,506 shares
    Change vs previous 13F +29,219 shares

    0.06% of the 13F portfolio, value $4,934,535.

    13F-HR 0000757657-26-000013 filed by STEPHENS INC /AR/
    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 23,287 shares
    Change vs previous 13F -208 shares

    0.03% of the 13F portfolio, value $2,326,627.

    13F-HR 0000757657-26-000003 filed by STEPHENS INC /AR/
    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 23,495 shares
    Change vs previous 13F -898 shares

    0.03% of the 13F portfolio, value $2,243,089.

    13F-HR 0000757657-25-000022 filed by STEPHENS INC /AR/
    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 24,393 shares
    Change vs previous 13F -6,101 shares

    0.03% of the 13F portfolio, value $2,225,638.

    13F-HR 0000757657-25-000019 filed by STEPHENS INC /AR/
    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 30,494 shares
    Change vs previous 13F -4,578 shares

    0.03% of the 13F portfolio, value $2,387,088.

    13F-HR 0000757657-25-000012 filed by STEPHENS INC /AR/
    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 35,072 shares
    Change vs previous 13F +1,774 shares

    0.04% of the 13F portfolio, value $2,595,696.

    13F-HR 0000757657-25-000004 filed by STEPHENS INC /AR/
    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 33,298 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,158,035.

    13F-HR 0001314440-24-000016 filed by STEPHENS INC /AR/
    Filed (acceptance time not in the bulk data set), ingested

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