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Checchi Capital Advisers, LLC: SCHW position timeline

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

Checchi Capital Advisers, LLC held 14,640 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,640 shares
    Change vs previous 13F +386 shares

    0.09% of the 13F portfolio, value $1,350,833.

    13F-HR 0001598186-26-000003 filed by Checchi Capital Advisers, 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 14,254 shares
    Change vs previous 13F +1,301 shares

    0.09% of the 13F portfolio, value $1,339,591.

    13F-HR 0001598186-26-000002 filed by Checchi Capital Advisers, 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 12,953 shares
    Change vs previous 13F -47 shares

    0.09% of the 13F portfolio, value $1,294,134.

    13F-HR 0001598186-26-000001 filed by Checchi Capital Advisers, 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 13,000 shares
    Change vs previous 13F -1,688 shares

    0.09% of the 13F portfolio, value $1,241,110.

    13F-HR 0001598186-25-000003 filed by Checchi Capital Advisers, 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 14,688 shares
    Change vs previous 13F +100 shares

    0.09% of the 13F portfolio, value $1,340,133.

    13F-HR 0001085146-25-004026 filed by Checchi Capital Advisers, 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 14,588 shares
    Change vs previous 13F +369 shares

    0.08% of the 13F portfolio, value $1,141,949.

    13F-HR 0001085146-25-002398 filed by Checchi Capital Advisers, 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 14,219 shares
    Change vs previous 13F +376 shares

    0.08% of the 13F portfolio, value $1,052,348.

    13F-HR 0001085146-25-000800 filed by Checchi Capital Advisers, 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 13,843 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $897,165.

    13F-HR 0001085146-24-005324 filed by Checchi Capital Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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