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Disclosery

Fiduciary Alliance LLC: SCHW position timeline

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

Fiduciary Alliance LLC held 11,395 SCHW shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,395 shares
    Change vs previous 13F -1,207 shares

    0.08% of the 13F portfolio, value $1,113,795.

    13F-HR 0001954805-26-000006 filed by Fiduciary Alliance LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,602 shares
    Change vs previous 13F +615 shares

    0.08% of the 13F portfolio, value $1,162,797.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance LLC
    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 11,987 shares
    Change vs previous 13F +5,782 shares

    0.07% of the 13F portfolio, value $1,201,956.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 6,205 shares
    Change vs previous 13F +75 shares

    0.04% of the 13F portfolio, value $619,948.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 6,130 shares
    Change vs previous 13F +1,098 shares

    0.04% of the 13F portfolio, value $585,257.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance LLC
    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 5,032 shares
    Change vs previous 13F +991 shares

    0.03% of the 13F portfolio, value $459,106.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance LLC
    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 4,041 shares
    Change vs previous 13F -127 shares

    0.03% of the 13F portfolio, value $316,345.

    13F-HR 0001954805-25-000003 filed by Fiduciary Alliance LLC
    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 4,168 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $308,485.

    13F-HR 0001954805-25-000002 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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