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Disclosery

Avondale Wealth Management: SCHW position timeline

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

Avondale Wealth Management held 8,900 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,900 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $821,203.

    13F-HR 0001214659-26-008458 filed by Avondale 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 8,900 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $836,422.

    13F-HR 0001214659-26-004671 filed by Avondale 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 8,900 shares
    Change vs previous 13F +300 shares

    0.46% of the 13F portfolio, value $889,199.

    13F-HR 0001214659-26-002075 filed by Avondale 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 8,600 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $821,042.

    13F-HR 0001214659-25-016789 filed by Avondale 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 8,600 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $784,664.

    13F-HR 0001738720-25-000003 filed by Avondale 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 8,600 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $673,208.

    13F-HR 0001738720-25-000002 filed by Avondale 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 8,600 shares
    Change vs previous 13F -3,100 shares

    0.41% of the 13F portfolio, value $636,486.

    13F-HR 0001738720-25-000001 filed by Avondale 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 11,700 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $758,277.

    13F-HR 0001738720-24-000005 filed by Avondale Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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