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Disclosery

Chemistry Wealth Management LLC: SCHW position timeline

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

Chemistry Wealth Management LLC held 33,326 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,326 shares
    Change vs previous 13F -183 shares

    0.49% of the 13F portfolio, value $3,074,958.

    13F-HR 0001951757-26-000934 filed by Chemistry Wealth 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 33,509 shares
    Change vs previous 13F +10 shares

    0.55% of the 13F portfolio, value $3,149,184.

    13F-HR 0001951757-26-000560 filed by Chemistry Wealth 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 33,499 shares
    Change vs previous 13F +75 shares

    0.63% of the 13F portfolio, value $3,346,891.

    13F-HR 0001951757-26-000004 filed by Chemistry Wealth 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 33,424 shares
    Change vs previous 13F +8 shares

    0.62% of the 13F portfolio, value $3,191,027.

    13F-HR 0001951757-25-001180 filed by Chemistry Wealth 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 33,416 shares
    Change vs previous 13F -206 shares

    0.65% of the 13F portfolio, value $3,048,870.

    13F-HR 0001951757-25-000575 filed by Chemistry Wealth 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 33,622 shares
    Change vs previous 13F -373 shares

    0.61% of the 13F portfolio, value $2,631,910.

    13F-HR 0001951757-25-000299 filed by Chemistry Wealth 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 33,995 shares
    Change vs previous 13F +844 shares

    0.59% of the 13F portfolio, value $2,515,941.

    13F-HR 0001951757-25-000040 filed by Chemistry Wealth 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 33,151 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $2,148,488.

    13F-HR 0001951757-24-000967 filed by Chemistry Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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