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Disclosery

First Affirmative Financial Network: SCHW position timeline

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

First Affirmative Financial Network held 2,423 SCHW shares at 2026-03-31 per its 13F-HR/A filed 2026-05-11.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F/A 2,423 shares
    Change vs previous 13F -192 shares

    0.09% of the 13F portfolio, value $227,667.

    13F-HR/A 0001656282-26-000005 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 2,615 shares
    Change vs previous 13F -15 shares

    0.12% of the 13F portfolio, value $249,673.

    13F-HR 0001656282-25-000008 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 2,630 shares
    Change vs previous 13F -34 shares

    0.12% of the 13F portfolio, value $239,945.

    13F-HR 0001656282-25-000007 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 2,664 shares
    Change vs previous 13F -447 shares

    0.13% of the 13F portfolio, value $208,528.

    13F-HR 0001656282-25-000004 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 3,111 shares
    Change vs previous 13F -108 shares

    0.13% of the 13F portfolio, value $230,249.

    13F-HR 0001656282-25-000001 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 3,219 shares
    Change vs previous 13F -200 shares

    0.11% of the 13F portfolio, value $208,647.

    13F-HR 0001656282-24-000010 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 3,419 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $251,966.

    13F-HR 0001656282-24-000004 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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