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Bellwether Advisors, LLC: SCHW position timeline

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

Bellwether Advisors, LLC held 2,288 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,288 shares
    Change vs previous 13F -84 shares

    0.03% of the 13F portfolio, value $211,114.

    13F-HR 0001819815-26-000003 filed by Bellwether 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 2,372 shares
    Change vs previous 13F -124 shares

    0.04% of the 13F portfolio, value $222,921.

    13F-HR 0001819815-26-000002 filed by Bellwether 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 2,496 shares
    Change vs previous 13F -11,487 shares

    0.04% of the 13F portfolio, value $249,375.

    13F-HR 0001819815-26-000001 filed by Bellwether 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 13,983 shares
    Change vs previous 13F +11,620 shares

    0.22% of the 13F portfolio, value $1,334,957.

    13F-HR 0001819815-25-000006 filed by Bellwether 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 2,363 shares
    Change vs previous 13F -25,759 shares

    0.04% of the 13F portfolio, value $215,600.

    13F-HR 0001819815-25-000003 filed by Bellwether 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 28,122 shares
    Change vs previous 13F +23,352 shares

    0.46% of the 13F portfolio, value $2,201,390.

    13F-HR 0001946654-25-000004 filed by Bellwether 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 4,770 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $353,028.

    13F-HR 0001819815-25-000001 filed by Bellwether Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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