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Financial Management Professionals, Inc.: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Management Professionals, Inc. on SCHW, newest first. How the timeline and the estimate are built.

Financial Management Professionals, Inc. held 3,236 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,236 shares
    Change vs previous 13F -51 shares

    0.03% of the 13F portfolio, value $298,586.

    13F-HR 0001568132-26-000005 filed by Financial Management Professionals, Inc.
    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 3,287 shares
    Change vs previous 13F +189 shares

    0.03% of the 13F portfolio, value $308,912.

    13F-HR 0001568132-26-000003 filed by Financial Management Professionals, Inc.
    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 3,098 shares
    Change vs previous 13F -105 shares

    0.03% of the 13F portfolio, value $309,521.

    13F-HR 0001568132-26-000002 filed by Financial Management Professionals, Inc.
    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 3,203 shares
    Change vs previous 13F +100 shares

    0.03% of the 13F portfolio, value $305,790.

    13F-HR 0001568132-25-000007 filed by Financial Management Professionals, Inc.
    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 3,103 shares
    Change vs previous 13F +387 shares

    0.03% of the 13F portfolio, value $283,118.

    13F-HR 0001568132-25-000004 filed by Financial Management Professionals, Inc.
    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 2,716 shares
    Change vs previous 13F +80 shares

    0.03% of the 13F portfolio, value $212,608.

    13F-HR 0001568132-25-000003 filed by Financial Management Professionals, Inc.
    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 2,636 shares
    Change vs previous 13F -99 shares

    0.02% of the 13F portfolio, value $195,090.

    13F-HR 0001568132-25-000001 filed by Financial Management Professionals, Inc.
    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 2,735 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $177,000.

    13F-HR 0001568132-24-000006 filed by Financial Management Professionals, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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