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Asset Advisors Investment Management, LLC: SCHW position timeline

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

Asset Advisors Investment Management, LLC held 175,731 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 175,731 shares
    Change vs previous 13F -663 shares

    1.49% of the 13F portfolio, value $16,214,699.

    13F-HR 0001756695-26-000003 filed by Asset Advisors Investment 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 176,394 shares
    Change vs previous 13F +3,225 shares

    1.58% of the 13F portfolio, value $16,577,508.

    13F-HR 0001756695-26-000002 filed by Asset Advisors 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 173,169 shares
    Change vs previous 13F +3,607 shares

    1.6% of the 13F portfolio, value $17,301,315.

    13F-HR 0001756695-26-000001 filed by Asset Advisors 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 169,562 shares
    Change vs previous 13F +3,745 shares

    1.53% of the 13F portfolio, value $16,188,084.

    13F-HR 0001756695-25-000009 filed by Asset Advisors 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 165,817 shares
    Change vs previous 13F +945 shares

    1.49% of the 13F portfolio, value $15,129,143.

    13F-HR 0001756695-25-000006 filed by Asset Advisors 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 164,872 shares
    Change vs previous 13F -1,335 shares

    1.36% of the 13F portfolio, value $12,906,180.

    13F-HR 0001756695-25-000005 filed by Asset Advisors 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 166,207 shares
    Change vs previous 13F 0 shares

    1.29% of the 13F portfolio, value $12,300,980.

    13F-HR 0001376474-25-000141 filed by Asset Advisors 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 166,207 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $10,771,876.

    13F-HR 0001376474-24-000720 filed by Asset Advisors Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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