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Fielder Capital Group LLC: SCHW position timeline

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

Fielder Capital Group LLC held 4,540 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,540 shares
    Change vs previous 13F -433 shares

    0.09% of the 13F portfolio, value $418,865.

    13F-HR 0002010765-26-000004 filed by Fielder Capital 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 4,973 shares
    Change vs previous 13F +330 shares

    0.1% of the 13F portfolio, value $467,321.

    13F-HR 0002010765-26-000003 filed by Fielder Capital 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 4,643 shares
    Change vs previous 13F +400 shares

    0.1% of the 13F portfolio, value $463,837.

    13F-HR 0002010765-26-000001 filed by Fielder Capital 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 4,243 shares
    Change vs previous 13F +3 shares

    0.09% of the 13F portfolio, value $405,037.

    13F-HR 0002010765-25-000008 filed by Fielder Capital 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 4,240 shares
    Change vs previous 13F -200 shares

    0.1% of the 13F portfolio, value $386,817.

    13F-HR 0002010765-25-000005 filed by Fielder Capital 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 4,440 shares
    Change vs previous 13F +1,063 shares

    0.1% of the 13F portfolio, value $347,528.

    13F-HR 0002010765-25-000004 filed by Fielder Capital 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 3,377 shares
    Change vs previous 13F +237 shares

    0.08% of the 13F portfolio, value $249,899.

    13F-HR 0002010765-25-000001 filed by Fielder Capital 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 3,140 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $203,474.

    13F-HR 0002010765-24-000005 filed by Fielder Capital Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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