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Disclosery

Crumly & Associates Inc.: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Crumly & Associates Inc. on SCHW, newest first. How the timeline and the estimate are built.

Crumly & Associates Inc. held 10,315 SCHW shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,315 shares
    Change vs previous 13F -164 shares

    0.18% of the 13F portfolio, value $1,008,171.

    13F-HR 0001759578-26-000008 filed by Crumly & Associates Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,479 shares
    Change vs previous 13F +115 shares

    0.19% of the 13F portfolio, value $966,881.

    13F-HR 0001759578-26-000007 filed by Crumly & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 10,364 shares
    Change vs previous 13F +873 shares

    0.2% of the 13F portfolio, value $973,992.

    13F-HR 0001759578-26-000004 filed by Crumly & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 9,491 shares
    Change vs previous 13F +189 shares

    0.2% of the 13F portfolio, value $948,229.

    13F-HR 0001759578-26-000002 filed by Crumly & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 9,302 shares
    Change vs previous 13F +275 shares

    0.19% of the 13F portfolio, value $888,045.

    13F-HR 0001759578-25-000015 filed by Crumly & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 9,027 shares
    Change vs previous 13F -183 shares

    0.2% of the 13F portfolio, value $823,608.

    13F-HR 0001759578-25-000012 filed by Crumly & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 9,210 shares
    Change vs previous 13F -122 shares

    0.2% of the 13F portfolio, value $720,945.

    13F-HR 0001759578-25-000008 filed by Crumly & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 9,332 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $690,649.

    13F-HR 0001759578-25-000001 filed by Crumly & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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