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Crown Oak Advisors, LLC: SCHW position timeline

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

Crown Oak Advisors, LLC held 471,770 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 471,770 shares
    Change vs previous 13F +12,101 shares

    20.27% of the 13F portfolio, value $43,530,194.

    13F-HR 0002009273-26-000003 filed by Crown Oak Advisors, 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 459,669 shares
    Change vs previous 13F +35 shares

    21.67% of the 13F portfolio, value $43,199,661.

    13F-HR 0002009273-26-000002 filed by Crown Oak Advisors, 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 459,634 shares
    Change vs previous 13F +58 shares

    21.78% of the 13F portfolio, value $45,922,077.

    13F-HR 0002009273-26-000001 filed by Crown Oak Advisors, 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 459,576 shares
    Change vs previous 13F 0 shares

    19.83% of the 13F portfolio, value $41,931,711.

    13F-HR 0002009273-25-000002 filed by Crown Oak Advisors, 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 459,576 shares
    Change vs previous 13F +2,134 shares

    19.83% of the 13F portfolio, value $41,931,711.

    13F-HR 0001221073-25-000058 filed by Crown Oak Advisors, 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 457,442 shares
    Change vs previous 13F -65 shares

    18.09% of the 13F portfolio, value $35,808,526.

    13F-HR 0001221073-25-000037 filed by Crown Oak Advisors, 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 457,507 shares
    Change vs previous 13F +131 shares

    17.43% of the 13F portfolio, value $33,860,091.

    13F-HR 0001221073-25-000003 filed by Crown Oak Advisors, 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 457,376 shares
    Change vs previous 13F not available

    16.47% of the 13F portfolio, value $29,642,545.

    13F-HR 0001221073-24-000085 filed by Crown Oak Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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