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Disclosery

Aberdeen Wealth Management LLC: SCHW position timeline

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

Aberdeen Wealth Management LLC held 1,771 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,771 shares
    Change vs previous 13F -2,584 shares

    0.08% of the 13F portfolio, value $163,411.

    13F-HR 0001398344-26-014393 filed by Aberdeen Wealth Management 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 4,355 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $409,256.

    13F-HR 0001398344-26-009250 filed by Aberdeen Wealth Management 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 4,355 shares
    Change vs previous 13F +156 shares

    0.2% of the 13F portfolio, value $435,079.

    13F-HR 0001398344-26-002847 filed by Aberdeen Wealth Management 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 4,199 shares
    Change vs previous 13F +1 shares

    0.25% of the 13F portfolio, value $400,851.

    13F-HR 0001398344-25-020978 filed by Aberdeen Wealth Management 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 4,198 shares
    Change vs previous 13F +1 shares

    0.25% of the 13F portfolio, value $382,999.

    13F-HR 0001398344-25-015516 filed by Aberdeen Wealth Management 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 4,197 shares
    Change vs previous 13F +2 shares

    0.23% of the 13F portfolio, value $328,511.

    13F-HR 0001398344-25-009773 filed by Aberdeen Wealth Management 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 4,195 shares
    Change vs previous 13F -49 shares

    0.21% of the 13F portfolio, value $310,503.

    13F-HR 0001398344-25-003226 filed by Aberdeen Wealth Management 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 4,244 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $275,076.

    13F-HR 0001398344-24-020274 filed by Aberdeen Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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