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Disclosery

Vident Advisory, LLC: SCHW position timeline

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

Vident Advisory, LLC held 693,955 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 693,955 shares
    Change vs previous 13F +144,132 shares

    0.48% of the 13F portfolio, value $64,031,228.

    13F-HR 0001172661-26-003342 filed by Vident Advisory, 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 549,823 shares
    Change vs previous 13F -23,325 shares

    0.44% of the 13F portfolio, value $51,672,427.

    13F-HR 0001172661-26-001995 filed by Vident Advisory, 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 573,148 shares
    Change vs previous 13F +133,946 shares

    0.54% of the 13F portfolio, value $57,263,279.

    13F-HR 0001172661-26-001275 filed by Vident Advisory, 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 439,202 shares
    Change vs previous 13F +116,139 shares

    0.41% of the 13F portfolio, value $41,930,614.

    13F-HR 0001172661-25-004874 filed by Vident Advisory, 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 323,063 shares
    Change vs previous 13F +265,475 shares

    0.33% of the 13F portfolio, value $29,476,312.

    13F-HR 0001172661-25-003424 filed by Vident Advisory, 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 57,588 shares
    Change vs previous 13F +10,394 shares

    0.07% of the 13F portfolio, value $4,508,467.

    13F-HR 0001172661-25-001986 filed by Vident Advisory, 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 47,194 shares
    Change vs previous 13F +14,987 shares

    0.06% of the 13F portfolio, value $3,493,068.

    13F-HR 0001172661-25-000890 filed by Vident Advisory, 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 32,207 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,087,477.

    13F-HR 0001172661-24-004772 filed by Vident Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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