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Disclosery

Arax Advisory Partners: SCHW position timeline

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

Arax Advisory Partners held 92,395 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 92,395 shares
    Change vs previous 13F +67,701 shares

    0.06% of the 13F portfolio, value $8,525,272.

    13F-HR 0001586767-26-000006 filed by Arax Advisory Partners
    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 24,694 shares
    Change vs previous 13F -8,558 shares

    0.07% of the 13F portfolio, value $2,320,699.

    13F-HR 0001586767-26-000003 filed by Arax Advisory Partners
    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 33,252 shares
    Change vs previous 13F -131,232 shares

    0.1% of the 13F portfolio, value $3,322,213.

    13F-HR 0001586767-26-000001 filed by Arax Advisory Partners
    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 164,484 shares
    Change vs previous 13F +160,968 shares

    0.23% of the 13F portfolio, value $15,703,317.

    13F-HR 0001586767-25-000010 filed by Arax Advisory Partners
    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 3,516 shares
    Change vs previous 13F +1,215 shares

    0.05% of the 13F portfolio, value $1,177,723.

    13F-HR 0001586767-25-000008 filed by Arax Advisory Partners
    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 2,301 shares
    Change vs previous 13F +53 shares

    0.01% of the 13F portfolio, value $180,114.

    13F-HR 0001586767-25-000007 filed by Arax Advisory Partners
    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 2,248 shares
    Change vs previous 13F +865 shares

    0.01% of the 13F portfolio, value $166,365.

    13F-HR 0001586767-25-000001 filed by Arax Advisory Partners
    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 1,383 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $89,663.

    13F-HR 0001586767-24-000006 filed by Arax Advisory Partners
    Filed (acceptance time not in the bulk data set), ingested

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