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Disclosery

Athena Investment Management: SCHW position timeline

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

Athena Investment Management held 4,250 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,250 shares
    Change vs previous 13F -3,458 shares

    0.23% of the 13F portfolio, value $392,148.

    13F-HR 0001921093-26-000003 filed by Athena Investment Management
    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 7,708 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $724,398.

    13F-HR 0001921093-26-000002 filed by Athena Investment Management
    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 7,708 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $770,106.

    13F-HR 0001921093-26-000001 filed by Athena Investment Management
    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 7,708 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $735,883.

    13F-HR 0001921093-25-000006 filed by Athena Investment Management
    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 7,708 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $703,278.

    13F-HR 0001921093-25-000004 filed by Athena Investment Management
    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 7,708 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $603,382.

    13F-HR 0001921093-25-000002 filed by Athena Investment Management
    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 7,708 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $570,469.

    13F-HR 0001921093-25-000001 filed by Athena Investment Management
    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 7,708 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $499,555.

    13F-HR 0001921093-24-000004 filed by Athena Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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