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Disclosery

Birch Capital Management, LLC: SCHW position timeline

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

Birch Capital Management, LLC held 74,765 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,765 shares
    Change vs previous 13F +4,132 shares

    3.37% of the 13F portfolio, value $6,898,567.

    13F-HR 0001799859-26-000003 filed by Birch Capital Management, 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 70,633 shares
    Change vs previous 13F +892 shares

    3.48% of the 13F portfolio, value $6,638,089.

    13F-HR 0001799859-26-000002 filed by Birch Capital Management, 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 69,741 shares
    Change vs previous 13F -1,686 shares

    3.48% of the 13F portfolio, value $6,967,823.

    13F-HR 0001799859-26-000001 filed by Birch Capital Management, 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 71,427 shares
    Change vs previous 13F -1,726 shares

    3.48% of the 13F portfolio, value $6,819,136.

    13F-HR 0001799859-25-000006 filed by Birch Capital Management, 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 73,153 shares
    Change vs previous 13F +416 shares

    3.42% of the 13F portfolio, value $6,674,480.

    13F-HR 0001799859-25-000004 filed by Birch Capital Management, 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 72,737 shares
    Change vs previous 13F -1,542 shares

    2.96% of the 13F portfolio, value $5,693,852.

    13F-HR 0001799859-25-000003 filed by Birch Capital Management, 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 74,279 shares
    Change vs previous 13F -2,180 shares

    2.77% of the 13F portfolio, value $5,497,389.

    13F-HR 0001799859-25-000001 filed by Birch Capital Management, 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 76,459 shares
    Change vs previous 13F not available

    2.42% of the 13F portfolio, value $4,955,308.

    13F-HR 0001799859-24-000005 filed by Birch Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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