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Buttonwood Financial Advisors Inc.: SCHW position timeline

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

Buttonwood Financial Advisors Inc. held 42,041 SCHW shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 42,041 shares
    Change vs previous 13F -42 shares

    1.24% of the 13F portfolio, value $4,109,054.

    13F-HR 0001904033-26-000006 filed by Buttonwood Financial Advisors Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 42,083 shares
    Change vs previous 13F -23 shares

    1.18% of the 13F portfolio, value $3,883,041.

    13F-HR 0001904033-26-000004 filed by Buttonwood Financial Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 42,106 shares
    Change vs previous 13F -306 shares

    1.32% of the 13F portfolio, value $3,957,125.

    13F-HR 0001904033-26-000002 filed by Buttonwood Financial Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 42,412 shares
    Change vs previous 13F -567 shares

    1.41% of the 13F portfolio, value $4,237,353.

    13F-HR 0001904033-26-000001 filed by Buttonwood Financial Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 42,979 shares
    Change vs previous 13F -500 shares

    1.41% of the 13F portfolio, value $4,103,159.

    13F-HR 0001904033-25-000006 filed by Buttonwood Financial Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 43,479 shares
    Change vs previous 13F -388 shares

    1.59% of the 13F portfolio, value $3,967,060.

    13F-HR 0001904033-25-000003 filed by Buttonwood Financial Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 43,867 shares
    Change vs previous 13F -152 shares

    1.51% of the 13F portfolio, value $3,433,922.

    13F-HR 0001904033-25-000002 filed by Buttonwood Financial Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 44,019 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $3,257,811.

    13F-HR 0001904033-25-000001 filed by Buttonwood Financial Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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