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AVISO WEALTH MANAGEMENT: SCHW position timeline

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

AVISO WEALTH MANAGEMENT held 23,252 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,252 shares
    Change vs previous 13F -540 shares

    0.73% of the 13F portfolio, value $2,145,534.

    13F-HR 0002011802-26-000003 filed by AVISO WEALTH 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 23,792 shares
    Change vs previous 13F +632 shares

    1.01% of the 13F portfolio, value $2,235,980.

    13F-HR 0002011802-26-000002 filed by AVISO WEALTH 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 23,160 shares
    Change vs previous 13F +2,510 shares

    0.97% of the 13F portfolio, value $2,313,959.

    13F-HR 0002011802-26-000001 filed by AVISO WEALTH 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 20,650 shares
    Change vs previous 13F +551 shares

    0.86% of the 13F portfolio, value $1,971,443.

    13F-HR 0002011802-25-000007 filed by AVISO WEALTH 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 20,099 shares
    Change vs previous 13F +1,246 shares

    0.86% of the 13F portfolio, value $1,833,861.

    13F-HR 0002011802-25-000003 filed by AVISO WEALTH 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 18,853 shares
    Change vs previous 13F +5,263 shares

    0.78% of the 13F portfolio, value $1,475,790.

    13F-HR 0002011802-25-000002 filed by AVISO WEALTH 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 13,590 shares
    Change vs previous 13F -1,054 shares

    0.51% of the 13F portfolio, value $1,005,787.

    13F-HR 0002011802-25-000001 filed by AVISO WEALTH 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 14,644 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $949,089.

    13F-HR 0002011802-24-000004 filed by AVISO WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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