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Athena Wealth Management, LLC: SCHW position timeline

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

Athena Wealth Management, LLC held 17,283 SCHW shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 17,283 shares
    Change vs previous 13F +732 shares

    1.21% of the 13F portfolio, value $1,689,200.

    13F-HR 0001172661-26-004463 filed by Athena Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 16,551 shares
    Change vs previous 13F +5,477 shares

    1.14% of the 13F portfolio, value $1,527,193.

    13F-HR 0001172661-26-002714 filed by Athena 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 ended2026-03-31
    13F 11,074 shares
    Change vs previous 13F +3,729 shares

    0.85% of the 13F portfolio, value $1,040,781.

    13F-HR 0001172661-26-001507 filed by Athena 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 ended2025-12-31
    13F 7,345 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $733,802.

    13F-HR 0001172661-26-001506 filed by Athena Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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