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Broyhill Asset Management, LLC: SCHW position timeline

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

Broyhill Asset Management, LLC held 4,270 SCHW shares at 2026-06-30 per its 13F-HR/A filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 4,270 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $393,993.

    13F-HR/A 0001140361-26-031127 filed by Broyhill Asset 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 4,270 shares
    Change vs previous 13F -625 shares

    0.39% of the 13F portfolio, value $401,295.

    13F-HR 0001140361-26-019234 filed by Broyhill Asset 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 4,895 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $489,059.

    13F-HR 0001140361-26-005137 filed by Broyhill Asset 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 4,895 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $467,326.

    13F-HR 0001140361-25-041975 filed by Broyhill Asset 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 4,895 shares
    Change vs previous 13F -19,983 shares

    0.41% of the 13F portfolio, value $446,620.

    13F-HR 0001140361-25-031141 filed by Broyhill Asset 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 24,878 shares
    Change vs previous 13F +1,889 shares

    1.58% of the 13F portfolio, value $1,947,450.

    13F-HR 0001140361-25-018898 filed by Broyhill Asset 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 22,989 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $1,701,416.

    13F-HR 0001140361-25-004246 filed by Broyhill Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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