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Disclosery

Advisory Resource Group: SCHW position timeline

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

Advisory Resource Group held 74,203 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,203 shares
    Change vs previous 13F +4,206 shares

    1.03% of the 13F portfolio, value $6,846,711.

    13F-HR 0001172661-26-002609 filed by Advisory Resource Group
    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 69,997 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $6,578,318.

    13F-HR 0001172661-26-002019 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

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