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Disclosery

Fiduciary Group, LLC: SCHW position timeline

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

Fiduciary Group, LLC held 38,870 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 38,870 shares
    Change vs previous 13F -1,232 shares

    0.28% of the 13F portfolio, value $3,586,566.

    13F-HR 0001645890-26-000003 filed by Fiduciary Group, 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 40,102 shares
    Change vs previous 13F -574 shares

    0.32% of the 13F portfolio, value $3,768,774.

    13F-HR 0001645890-26-000002 filed by Fiduciary 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 ended2025-12-31
    13F 40,676 shares
    Change vs previous 13F -919 shares

    0.34% of the 13F portfolio, value $4,063,901.

    13F-HR 0001645890-26-000001 filed by Fiduciary 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 ended2025-09-30
    13F 41,595 shares
    Change vs previous 13F -473 shares

    0.35% of the 13F portfolio, value $3,971,102.

    13F-HR 0001645890-25-000013 filed by Fiduciary 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 ended2025-06-30
    13F 42,068 shares
    Change vs previous 13F -770 shares

    0.36% of the 13F portfolio, value $3,838,293.

    13F-HR 0001645890-25-000004 filed by Fiduciary 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 ended2025-03-31
    13F 42,838 shares
    Change vs previous 13F -1,127 shares

    0.34% of the 13F portfolio, value $3,353,385.

    13F-HR 0001645890-25-000003 filed by Fiduciary 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 ended2024-12-31
    13F 43,965 shares
    Change vs previous 13F -4,026 shares

    0.33% of the 13F portfolio, value $3,253,824.

    13F-HR 0001645890-25-000001 filed by Fiduciary 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 ended2024-09-30
    13F 47,991 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $3,110,277.

    13F-HR 0001645890-24-000006 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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