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Stonehage Fleming Financial Services Holdings Ltd: SCHW position timeline

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

Stonehage Fleming Financial Services Holdings Ltd held 13,670 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,670 shares
    Change vs previous 13F -146 shares

    0.04% of the 13F portfolio, value $1,261,330.

    13F-HR 0001214659-26-010446 filed by Stonehage Fleming Financial Services Holdings 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 13,816 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,298,427.

    13F-HR 0001214659-26-006053 filed by Stonehage Fleming Financial Services Holdings Ltd
    Filed (acceptance time not in the bulk data set), ingested

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