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Battery Global Advisors, LLC: SCHW position timeline

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

Battery Global Advisors, LLC held 304 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 304 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $28,028.

    13F-HR 0001582272-26-000005 filed by Battery Global Advisors, 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 303 shares
    Change vs previous 13F -71 shares

    0.02% of the 13F portfolio, value $28,447.

    13F-HR 0001582272-26-000003 filed by Battery Global Advisors, 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 374 shares
    Change vs previous 13F +73 shares

    0.02% of the 13F portfolio, value $37,336.

    13F-HR 0001582272-26-000002 filed by Battery Global Advisors, 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 301 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $28,718.

    13F-HR 0001582272-25-000006 filed by Battery Global Advisors, 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 300 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $27,369.

    13F-HR 0001582272-25-000003 filed by Battery Global Advisors, 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 299 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $23,409.

    13F-HR 0001582272-25-000002 filed by Battery Global Advisors, 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 298 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $22,057.

    13F-HR 0001582272-25-000001 filed by Battery Global Advisors, 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 297 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $19,255.

    13F-HR 0001582272-24-000008 filed by Battery Global Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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