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Advisory Services Network, LLC: SCHW position timeline

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

Advisory Services Network, LLC held 26,157 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 26,157 shares
    Change vs previous 13F -1,541 shares

    0.03% of the 13F portfolio, value $2,413,458.

    13F-HR 0001573876-26-000005 filed by Advisory Services Network, 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 27,698 shares
    Change vs previous 13F +10,019 shares

    0.03% of the 13F portfolio, value $2,602,966.

    13F-HR 0001573876-26-000004 filed by Advisory Services Network, 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 17,679 shares
    Change vs previous 13F -8,483 shares

    0.02% of the 13F portfolio, value $1,766,309.

    13F-HR 0001573876-26-000002 filed by Advisory Services Network, 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 26,162 shares
    Change vs previous 13F +3,954 shares

    0.04% of the 13F portfolio, value $2,497,626.

    13F-HR 0001573876-25-000020 filed by Advisory Services Network, 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 22,208 shares
    Change vs previous 13F -832 shares

    0.03% of the 13F portfolio, value $2,170,499.

    13F-HR 0001573876-25-000016 filed by Advisory Services Network, 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 23,040 shares
    Change vs previous 13F +2,896 shares

    0.03% of the 13F portfolio, value $1,803,584.

    13F-HR 0001573876-25-000014 filed by Advisory Services Network, 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 20,144 shares
    Change vs previous 13F -7,664 shares

    0.03% of the 13F portfolio, value $1,490,815.

    13F-HR 0001573876-25-000005 filed by Advisory Services Network, 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 27,808 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,049,178.

    13F-HR 0001573876-24-000011 filed by Advisory Services Network, LLC
    Filed (acceptance time not in the bulk data set), ingested

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