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Disclosery

Abel Hall, LLC: SCHW position timeline

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

Abel Hall, LLC held 4,137 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,137 shares
    Change vs previous 13F -562 shares

    0.07% of the 13F portfolio, value $381,721.

    13F-HR 0002013339-26-000003 filed by Abel Hall, 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 4,699 shares
    Change vs previous 13F -1,204 shares

    0.09% of the 13F portfolio, value $441,612.

    13F-HR 0002013339-26-000002 filed by Abel Hall, 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 5,903 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $589,769.

    13F-HR 0002013339-26-000001 filed by Abel Hall, LLC
    Filed (acceptance time not in the bulk data set), ingested

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