Skip to content
Disclosery

Arkadios Wealth Advisors: SCHW position timeline

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

Arkadios Wealth Advisors held 42,544 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 42,544 shares
    Change vs previous 13F -25,550 shares

    0.06% of the 13F portfolio, value $3,925,524.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 68,094 shares
    Change vs previous 13F -70 shares

    0.11% of the 13F portfolio, value $6,399,455.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 68,164 shares
    Change vs previous 13F +3,644 shares

    0.14% of the 13F portfolio, value $6,810,255.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 64,520 shares
    Change vs previous 13F +6,738 shares

    0.15% of the 13F portfolio, value $6,159,690.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 57,782 shares
    Change vs previous 13F +738 shares

    0.16% of the 13F portfolio, value $5,271,994.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 57,044 shares
    Change vs previous 13F +45,180 shares

    0.17% of the 13F portfolio, value $4,465,474.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 11,864 shares
    Change vs previous 13F +1,099 shares

    0.05% of the 13F portfolio, value $878,060.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 10,765 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $697,691.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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