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Elyxium Wealth, LLC: SCHW position timeline

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

Elyxium Wealth, LLC held 16,772 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,772 shares
    Change vs previous 13F +14,479 shares

    0.16% of the 13F portfolio, value $1,547,563.

    13F-HR 0002043538-26-000003 filed by Elyxium Wealth, 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 2,293 shares
    Change vs previous 13F -610 shares

    0.07% of the 13F portfolio, value $215,477.

    13F-HR 0002043538-26-000002 filed by Elyxium Wealth, 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 2,903 shares
    Change vs previous 13F -353 shares

    0.08% of the 13F portfolio, value $289,962.

    13F-HR 0002043538-26-000001 filed by Elyxium Wealth, 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 3,256 shares
    Change vs previous 13F +850 shares

    0.11% of the 13F portfolio, value $310,841.

    13F-HR 0002043538-25-000009 filed by Elyxium Wealth, 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 2,406 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $219,500.

    13F-HR 0002043538-25-000005 filed by Elyxium Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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