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Anchor Investment Management, LLC: SCHW position timeline

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

Anchor Investment Management, LLC held 42,549 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-09-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,549 shares
    Change vs previous 13F +3,917 shares

    0.3% of the 13F portfolio, value $3,925,996.

    13F-HR 0001634149-26-000005 filed by Anchor Investment Management, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 38,632 shares
    Change vs previous 13F +405 shares

    0.3% of the 13F portfolio, value $3,630,635.

    13F-HR 0001634149-26-000002 filed by Anchor Investment Management, 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 38,227 shares
    Change vs previous 13F +5,370 shares

    0.31% of the 13F portfolio, value $3,819,260.

    13F-HR 0001634149-26-000001 filed by Anchor Investment Management, 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 32,857 shares
    Change vs previous 13F +1,521 shares

    0.26% of the 13F portfolio, value $3,136,858.

    13F-HR 0001634149-25-000008 filed by Anchor Investment Management, 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 31,336 shares
    Change vs previous 13F +1,849 shares

    0.25% of the 13F portfolio, value $2,859,097.

    13F-HR 0001634149-25-000005 filed by Anchor Investment Management, 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 29,487 shares
    Change vs previous 13F +1,509 shares

    0.22% of the 13F portfolio, value $2,308,242.

    13F-HR 0001634149-25-000003 filed by Anchor Investment Management, 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 27,978 shares
    Change vs previous 13F -8,251 shares

    0.19% of the 13F portfolio, value $2,070,652.

    13F-HR 0001634149-25-000001 filed by Anchor Investment Management, 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 36,229 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,348,001.

    13F-HR 0001634149-24-000040 filed by Anchor Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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