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Disclosery

Community Financial Services Group, LLC: SCHW position timeline

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

Community Financial Services Group, LLC held 43,565 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 43,565 shares
    Change vs previous 13F -3,027 shares

    0.61% of the 13F portfolio, value $4,172,656.

    13F-HR 0001537319-26-000003 filed by Community Financial Services Group, 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 46,592 shares
    Change vs previous 13F +2,781 shares

    0.76% of the 13F portfolio, value $4,303,237.

    13F-HR 0001537319-26-000002 filed by Community Financial Services Group, 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 43,811 shares
    Change vs previous 13F -1,743 shares

    0.8% of the 13F portfolio, value $4,377,158.

    13F-HR 0001537319-26-000001 filed by Community Financial Services Group, 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 45,554 shares
    Change vs previous 13F -1,072 shares

    0.8% of the 13F portfolio, value $4,349,043.

    13F-HR 0001537319-25-000005 filed by Community Financial Services Group, 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 46,626 shares
    Change vs previous 13F -3,797 shares

    0.85% of the 13F portfolio, value $4,254,155.

    13F-HR 0001537319-25-000004 filed by Community Financial Services Group, 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 50,423 shares
    Change vs previous 13F -9,358 shares

    0.86% of the 13F portfolio, value $3,947,111.

    13F-HR 0001537319-25-000002 filed by Community Financial Services Group, 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 59,781 shares
    Change vs previous 13F -6,238 shares

    0.88% of the 13F portfolio, value $4,424,396.

    13F-HR 0001537319-25-000001 filed by Community Financial Services Group, 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 66,019 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $4,278,699.

    13F-HR 0001537319-24-000006 filed by Community Financial Services Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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