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Disclosery

Aviance Capital Partners, LLC: SCHW position timeline

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

Aviance Capital Partners, LLC held 92,462 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 92,462 shares
    Change vs previous 13F +751 shares

    0.89% of the 13F portfolio, value $8,531,470.

    13F-HR 0001542383-26-000005 filed by Aviance Capital Partners, 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 91,711 shares
    Change vs previous 13F -1,310 shares

    1.01% of the 13F portfolio, value $8,619,020.

    13F-HR 0001542383-26-000003 filed by Aviance Capital Partners, 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 93,021 shares
    Change vs previous 13F -118 shares

    1.07% of the 13F portfolio, value $9,293,744.

    13F-HR 0001542383-26-000001 filed by Aviance Capital Partners, 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 93,139 shares
    Change vs previous 13F +825 shares

    1.06% of the 13F portfolio, value $8,891,947.

    13F-HR 0001542383-25-000002 filed by Aviance Capital Partners, 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 92,314 shares
    Change vs previous 13F -461 shares

    1.1% of the 13F portfolio, value $8,422,756.

    13F-HR 0001085146-25-004506 filed by Aviance Capital Partners, 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 92,775 shares
    Change vs previous 13F +1,843 shares

    1.02% of the 13F portfolio, value $7,262,412.

    13F-HR 0001085146-25-002406 filed by Aviance Capital Partners, 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 90,932 shares
    Change vs previous 13F +1,455 shares

    0.93% of the 13F portfolio, value $6,729,899.

    13F-HR 0001085146-25-000867 filed by Aviance Capital Partners, 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 89,477 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $5,799,002.

    13F-HR 0001085146-24-005434 filed by Aviance Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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