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First Horizon Advisors, Inc.: SCHW position timeline

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

First Horizon Advisors, Inc. held 5,295 SCHW shares at 2025-06-30 per its 13F-HR filed 2025-08-06.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 5,295 shares
    Change vs previous 13F +1,997 shares

    0.01% of the 13F portfolio, value $483,184.

    13F-HR 0001588539-25-000003 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 3,298 shares
    Change vs previous 13F +237 shares

    0.01% of the 13F portfolio, value $258,166.

    13F-HR 0001588539-25-000002 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 3,061 shares
    Change vs previous 13F +96 shares

    0.01% of the 13F portfolio, value $226,543.

    13F-HR 0001588539-25-000001 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 2,965 shares
    Change vs previous 13F -773 shares

    0.01% of the 13F portfolio, value $192,204.

    13F-HR 0000036966-24-000096 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 3,738 shares
    Change vs previous 13F -68 shares

    0.01% of the 13F portfolio, value $275,486.

    13F-HR 0000036966-24-000075 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 3,806 shares
    Change vs previous 13F +563 shares

    0.01% of the 13F portfolio, value $275,336.

    13F-HR 0001588539-24-000002 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 3,243 shares
    Change vs previous 13F +274 shares

    0.01% of the 13F portfolio, value $223,118.

    13F-HR 0001588539-24-000001 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 2,969 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $162,997.

    13F-HR 0001588539-23-000003 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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