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CORRECT CAPITAL WEALTH MANAGEMENT: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CORRECT CAPITAL WEALTH MANAGEMENT on SCHW, newest first. How the timeline and the estimate are built.

CORRECT CAPITAL WEALTH MANAGEMENT held 26,854 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 26,854 shares
    Change vs previous 13F -1,398 shares

    0.43% of the 13F portfolio, value $2,477,824.

    13F-HR 0001844835-26-000003 filed by CORRECT CAPITAL WEALTH MANAGEMENT
    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 28,252 shares
    Change vs previous 13F -10,312 shares

    0.5% of the 13F portfolio, value $2,655,123.

    13F-HR 0001844835-26-000002 filed by CORRECT CAPITAL WEALTH MANAGEMENT
    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 38,564 shares
    Change vs previous 13F +2,340 shares

    0.73% of the 13F portfolio, value $3,852,911.

    13F-HR 0001844835-26-000001 filed by CORRECT CAPITAL WEALTH MANAGEMENT
    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 36,224 shares
    Change vs previous 13F +872 shares

    0.64% of the 13F portfolio, value $3,458,265.

    13F-HR 0001844835-25-000007 filed by CORRECT CAPITAL WEALTH MANAGEMENT
    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 35,352 shares
    Change vs previous 13F +1,904 shares

    0.63% of the 13F portfolio, value $3,225,558.

    13F-HR 0001844835-25-000005 filed by CORRECT CAPITAL WEALTH MANAGEMENT
    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 33,448 shares
    Change vs previous 13F +2,269 shares

    0.52% of the 13F portfolio, value $2,618,346.

    13F-HR 0001844835-25-000004 filed by CORRECT CAPITAL WEALTH MANAGEMENT
    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 31,179 shares
    Change vs previous 13F +733 shares

    0.46% of the 13F portfolio, value $2,307,591.

    13F-HR 0001844835-25-000003 filed by CORRECT CAPITAL WEALTH MANAGEMENT
    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 30,446 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,973,227.

    13F-HR 0001844835-25-000002 filed by CORRECT CAPITAL WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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