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Disclosery

Eaton Financial Holdings Company, LLC: SCHW position timeline

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

Eaton Financial Holdings Company, LLC held 3,453 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,453 shares
    Change vs previous 13F -807 shares

    0.09% of the 13F portfolio, value $318,644.

    13F-HR 0002085853-26-000933 filed by Eaton Financial Holdings Company, 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 4,260 shares
    Change vs previous 13F -480 shares

    0.13% of the 13F portfolio, value $400,358.

    13F-HR 0002085853-26-000379 filed by Eaton Financial Holdings Company, 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 4,740 shares
    Change vs previous 13F -515 shares

    0.13% of the 13F portfolio, value $473,571.

    13F-HR 0002085853-26-000226 filed by Eaton Financial Holdings Company, 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 5,255 shares
    Change vs previous 13F -3,869 shares

    0.14% of the 13F portfolio, value $501,741.

    13F-HR 0002085853-25-000285 filed by Eaton Financial Holdings Company, 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 9,124 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $832,505.

    13F-HR 0001667731-25-000806 filed by Eaton Financial Holdings Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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