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Disclosery

Composition Wealth, LLC: SCHW position timeline

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

Composition Wealth, LLC held 43,965 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,965 shares
    Change vs previous 13F -241 shares

    0.05% of the 13F portfolio, value $4,056,692.

    13F-HR 0001951757-26-001020 filed by Composition Wealth, 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 44,206 shares
    Change vs previous 13F -1,927 shares

    0.06% of the 13F portfolio, value $4,154,500.

    13F-HR 0001951757-26-000540 filed by Composition Wealth, 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 46,133 shares
    Change vs previous 13F +3,287 shares

    0.07% of the 13F portfolio, value $4,609,170.

    13F-HR 0001951757-26-000334 filed by Composition Wealth, 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 42,846 shares
    Change vs previous 13F +65 shares

    0.06% of the 13F portfolio, value $4,090,529.

    13F-HR 0001951757-25-001181 filed by Composition Wealth, 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 42,781 shares
    Change vs previous 13F +881 shares

    0.07% of the 13F portfolio, value $3,903,355.

    13F-HR 0001951757-25-000900 filed by Composition Wealth, 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 41,900 shares
    Change vs previous 13F +161 shares

    0.07% of the 13F portfolio, value $3,279,932.

    13F-HR 0001951757-25-000347 filed by Composition Wealth, 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 41,739 shares
    Change vs previous 13F +15,041 shares

    0.06% of the 13F portfolio, value $3,089,127.

    13F-HR 0001951757-25-000008 filed by Composition Wealth, 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 26,698 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,730,317.

    13F-HR 0001951757-24-000972 filed by Composition Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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