Allen Mooney & Barnes Investment Advisors LLC: SCHW position timeline

Allen Mooney & Barnes Investment Advisors LLC held 144,858 SCHW shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 144,858 shares

   Change vs previous 13F -620 shares

   2.11% of the 13F portfolio, value $14,158,377.

   13F-HR 0001213900-26-107847 filed by Allen Mooney & Barnes Investment Advisors LLC
   Accepted 2026-10-08 16:43:26 UTC, ingested 2026-10-08 16:44:52 UTC

2. period ended2026-06-30

   13F 145,478 shares

   Change vs previous 13F -5,307 shares

   2.04% of the 13F portfolio, value $13,423,268.

   13F-HR 0001213900-26-077422 filed by Allen Mooney & Barnes Investment Advisors LLC
   Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 150,785 shares

   Change vs previous 13F +2,681 shares

   2.04% of the 13F portfolio, value $14,170,793.

   13F-HR 0001213900-26-042959 filed by Allen Mooney & Barnes Investment Advisors LLC
   Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 148,104 shares

   Change vs previous 13F +2,176 shares

   2.23% of the 13F portfolio, value $14,797,094.

   13F-HR 0001213900-26-005812 filed by Allen Mooney & Barnes Investment Advisors LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 145,928 shares

   Change vs previous 13F -36,021 shares

   2.17% of the 13F portfolio, value $13,931,737.

   13F-HR 0001213900-25-099029 filed by Allen Mooney & Barnes Investment Advisors LLC
   Filed 2025-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 181,949 shares

   Change vs previous 13F -1,540 shares

   2.73% of the 13F portfolio, value $16,601,065.

   13F-HR 0001213900-25-061990 filed by Allen Mooney & Barnes Investment Advisors LLC
   Filed 2025-07-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 183,489 shares

   Change vs previous 13F +3,959 shares

   2.34% of the 13F portfolio, value $14,363,489.

   13F-HR 0001213900-25-032270 filed by Allen Mooney & Barnes Investment Advisors LLC
   Filed 2025-04-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 179,530 shares

   Change vs previous 13F not available

   2.24% of the 13F portfolio, value $13,287,024.

   13F-HR 0001213900-25-003175 filed by Allen Mooney & Barnes Investment Advisors LLC
   Filed 2025-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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