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Disclosery

Accuvest Global Advisors: SCHW position timeline

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

Accuvest Global Advisors held 0 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 0 shares
    Change vs previous 13F -9,584 shares

    13F-HR 0001754960-26-000754 filed by Accuvest Global Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 9,584 shares
    Change vs previous 13F -19,163 shares

    0.84% of the 13F portfolio, value $901,000.

    13F-HR 0001754960-26-000372 filed by Accuvest Global Advisors
    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 28,747 shares
    Change vs previous 13F +24,987 shares

    2.12% of the 13F portfolio, value $2,872,000.

    13F-HR 0001754960-26-000168 filed by Accuvest Global Advisors
    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 3,760 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $359,000.

    13F-HR 0001754960-25-000770 filed by Accuvest Global Advisors
    Filed (acceptance time not in the bulk data set), ingested

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