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Disclosery

Flywheel Private Wealth LLC: SCHW position timeline

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

Flywheel Private Wealth LLC held 3,425 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,425 shares
    Change vs previous 13F +400 shares

    0.16% of the 13F portfolio, value $316,025.

    13F-HR 0001725547-26-000242 filed by Flywheel Private Wealth 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 3,025 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $284,290.

    13F-HR 0001725547-26-000136 filed by Flywheel Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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