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Disclosery

Csenge Advisory Group: SCHW position timeline

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

Csenge Advisory Group held 21,946 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,946 shares
    Change vs previous 13F +2,473 shares

    0.08% of the 13F portfolio, value $2,024,986.

    13F-HR 0001715593-26-000003 filed by Csenge Advisory Group
    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 19,473 shares
    Change vs previous 13F -1,921 shares

    0.08% of the 13F portfolio, value $1,830,065.

    13F-HR 0001715593-26-000002 filed by Csenge Advisory Group
    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 21,394 shares
    Change vs previous 13F +1,755 shares

    0.1% of the 13F portfolio, value $2,137,477.

    13F-HR 0001715593-26-000001 filed by Csenge Advisory Group
    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 19,639 shares
    Change vs previous 13F +12,220 shares

    0.09% of the 13F portfolio, value $1,874,917.

    13F-HR 0001715593-25-000005 filed by Csenge Advisory Group
    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 7,419 shares
    Change vs previous 13F +533 shares

    0.03% of the 13F portfolio, value $655,370.

    13F-HR 0001085146-25-004565 filed by Csenge Advisory Group
    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 6,886 shares
    Change vs previous 13F +5 shares

    0.03% of the 13F portfolio, value $524,359.

    13F-HR 0001085146-25-002596 filed by Csenge Advisory Group
    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 6,881 shares
    Change vs previous 13F -331 shares

    0.03% of the 13F portfolio, value $509,287.

    13F-HR 0001085146-25-000645 filed by Csenge Advisory Group
    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 7,212 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $488,094.

    13F-HR 0001715593-24-000005 filed by Csenge Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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