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Disclosery

Copperleaf Capital, LLC: SCHW position timeline

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

Copperleaf Capital, LLC held 20,297 SCHW shares at 2025-09-30 per its 13F-HR filed 2025-10-28.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 20,297 shares
    Change vs previous 13F -4,507 shares

    0.93% of the 13F portfolio, value $1,937,737.

    13F-HR 0001802225-25-000008 filed by Copperleaf Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 24,804 shares
    Change vs previous 13F +355 shares

    1.15% of the 13F portfolio, value $2,263,106.

    13F-HR 0001802225-25-000006 filed by Copperleaf Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 24,449 shares
    Change vs previous 13F +1,526 shares

    1.14% of the 13F portfolio, value $1,913,848.

    13F-HR 0001802225-25-000002 filed by Copperleaf Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 22,923 shares
    Change vs previous 13F +37 shares

    1.07% of the 13F portfolio, value $1,696,559.

    13F-HR 0001802225-25-000001 filed by Copperleaf Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 22,886 shares
    Change vs previous 13F +403 shares

    1.14% of the 13F portfolio, value $1,483,257.

    13F-HR 0001802225-24-000005 filed by Copperleaf Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 22,483 shares
    Change vs previous 13F +786 shares

    1.32% of the 13F portfolio, value $1,656,746.

    13F-HR 0001802225-24-000003 filed by Copperleaf Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 21,697 shares
    Change vs previous 13F +1,881 shares

    1.36% of the 13F portfolio, value $1,569,526.

    13F-HR 0001802225-24-000002 filed by Copperleaf Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 19,816 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $1,363,322.

    13F-HR 0001802225-24-000001 filed by Copperleaf Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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