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Disclosery

CRUX WEALTH ADVISORS: SCHW position timeline

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

CRUX WEALTH ADVISORS held 32,981 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,981 shares
    Change vs previous 13F -1,137 shares

    1.05% of the 13F portfolio, value $3,043,121.

    13F-HR 0002054270-26-000004 filed by CRUX WEALTH ADVISORS
    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 34,118 shares
    Change vs previous 13F -440 shares

    1.23% of the 13F portfolio, value $3,206,435.

    13F-HR 0002054270-26-000003 filed by CRUX WEALTH ADVISORS
    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 34,558 shares
    Change vs previous 13F -108 shares

    1.28% of the 13F portfolio, value $3,452,687.

    13F-HR 0002054270-26-000002 filed by CRUX WEALTH ADVISORS
    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 34,666 shares
    Change vs previous 13F +3,244 shares

    1.31% of the 13F portfolio, value $3,309,528.

    13F-HR 0002054270-25-000005 filed by CRUX WEALTH ADVISORS
    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 31,422 shares
    Change vs previous 13F +7,807 shares

    1.22% of the 13F portfolio, value $2,866,904.

    13F-HR 0002054270-25-000004 filed by CRUX WEALTH ADVISORS
    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 23,615 shares
    Change vs previous 13F +6,727 shares

    0.96% of the 13F portfolio, value $1,848,612.

    13F-HR 0002054270-25-000002 filed by CRUX WEALTH ADVISORS
    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 16,888 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $1,249,908.

    13F-HR 0002054270-25-000001 filed by CRUX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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