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AFFINITY INVESTMENT ADVISORS, LLC: SCHW position timeline

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

AFFINITY INVESTMENT ADVISORS, LLC held 8,029 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,029 shares
    Change vs previous 13F +319 shares

    0.38% of the 13F portfolio, value $740,836.

    13F-HR 0001941040-26-000508 filed by AFFINITY INVESTMENT ADVISORS, 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 7,710 shares
    Change vs previous 13F +4,581 shares

    0.45% of the 13F portfolio, value $724,586.

    13F-HR 0001941040-26-000362 filed by AFFINITY INVESTMENT ADVISORS, 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 3,129 shares
    Change vs previous 13F +770 shares

    0.21% of the 13F portfolio, value $312,618.

    13F-HR 0001941040-26-000119 filed by AFFINITY INVESTMENT ADVISORS, 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 2,359 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $225,214.

    13F-HR 0001941040-25-000615 filed by AFFINITY INVESTMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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