Skip to content
Disclosery

Aprio Wealth Management, LLC: SCHW position timeline

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

Aprio Wealth Management, LLC held 11,325 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,325 shares
    Change vs previous 13F +233 shares

    0.05% of the 13F portfolio, value $1,044,958.

    13F-HR 0001398344-26-012645 filed by Aprio Wealth Management, 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 11,092 shares
    Change vs previous 13F +82 shares

    0.06% of the 13F portfolio, value $1,042,426.

    13F-HR 0001398344-26-008933 filed by Aprio Wealth 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 11,010 shares
    Change vs previous 13F +6,850 shares

    0.07% of the 13F portfolio, value $1,142,950.

    13F-HR 0001803519-26-000001 filed by Aprio Wealth 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 4,160 shares
    Change vs previous 13F +709 shares

    0.04% of the 13F portfolio, value $397,172.

    13F-HR 0001803519-25-000006 filed by Aprio Wealth 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 3,451 shares
    Change vs previous 13F +527 shares

    0.04% of the 13F portfolio, value $314,847.

    13F-HR 0001803519-25-000004 filed by Aprio Wealth 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 2,924 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $228,866.

    13F-HR 0001803519-25-000003 filed by Aprio Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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