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Disclosery

TCTC Holdings, LLC: SCHW position timeline

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

TCTC Holdings, LLC held 183,241 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 183,241 shares
    Change vs previous 13F +4,426 shares

    0.44% of the 13F portfolio, value $16,907,636.

    13F-HR 0001483870-26-000003 filed by TCTC Holdings, 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 178,815 shares
    Change vs previous 13F +3,234 shares

    0.48% of the 13F portfolio, value $16,805,039.

    13F-HR 0001483870-26-000002 filed by TCTC Holdings, 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 175,581 shares
    Change vs previous 13F -194 shares

    0.52% of the 13F portfolio, value $17,542,333.

    13F-HR 0001483870-26-000001 filed by TCTC Holdings, 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 175,775 shares
    Change vs previous 13F +615 shares

    0.5% of the 13F portfolio, value $16,781,225.

    13F-HR 0001483870-25-000008 filed by TCTC Holdings, 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 175,160 shares
    Change vs previous 13F +1 shares

    0.51% of the 13F portfolio, value $15,981,636.

    13F-HR 0001483870-25-000005 filed by TCTC Holdings, 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 175,159 shares
    Change vs previous 13F +2 shares

    0.48% of the 13F portfolio, value $13,711,434.

    13F-HR 0001483870-25-000002 filed by TCTC Holdings, 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 175,157 shares
    Change vs previous 13F -411 shares

    0.47% of the 13F portfolio, value $12,963,378.

    13F-HR 0001483870-25-000001 filed by TCTC Holdings, 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 175,568 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $11,378,533.

    13F-HR 0001483870-24-000005 filed by TCTC Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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