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FIDUCIARY FINANCIAL GROUP, LLC: SCHW position timeline

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

FIDUCIARY FINANCIAL GROUP, LLC held 37,005 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 37,005 shares
    Change vs previous 13F -147 shares

    0.42% of the 13F portfolio, value $3,616,887.

    13F-HR 0001754960-26-000845 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 37,152 shares
    Change vs previous 13F -2,088 shares

    0.39% of the 13F portfolio, value $3,428,041.

    13F-HR 0001754960-26-000471 filed by FIDUCIARY FINANCIAL GROUP, 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 39,240 shares
    Change vs previous 13F -5,648 shares

    0.49% of the 13F portfolio, value $3,687,783.

    13F-HR 0001754960-26-000225 filed by FIDUCIARY FINANCIAL GROUP, 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 44,888 shares
    Change vs previous 13F +137 shares

    0.63% of the 13F portfolio, value $4,484,723.

    13F-HR 0001754960-26-000021 filed by FIDUCIARY FINANCIAL GROUP, 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 44,751 shares
    Change vs previous 13F -2,502 shares

    0.67% of the 13F portfolio, value $4,272,417.

    13F-HR 0001754960-25-000648 filed by FIDUCIARY FINANCIAL GROUP, 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 47,253 shares
    Change vs previous 13F -2,903 shares

    0.78% of the 13F portfolio, value $4,308,044.

    13F-HR 0001754960-25-000315 filed by FIDUCIARY FINANCIAL GROUP, 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 50,156 shares
    Change vs previous 13F -1,347 shares

    0.81% of the 13F portfolio, value $3,704,036.

    13F-HR 0001754960-25-000185 filed by FIDUCIARY FINANCIAL GROUP, 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 51,503 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $3,747,860.

    13F-HR 0001754960-25-000008 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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