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Disclosery

Fusion Capital, LLC: SCHW position timeline

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

Fusion Capital, LLC held 15,934 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,934 shares
    Change vs previous 13F +656 shares

    0.34% of the 13F portfolio, value $1,470,185.

    13F-HR 0001104659-26-091052 filed by Fusion Capital, 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 15,278 shares
    Change vs previous 13F -201 shares

    0.39% of the 13F portfolio, value $1,435,797.

    13F-HR 0001104659-26-060085 filed by Fusion Capital, 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 15,479 shares
    Change vs previous 13F +543 shares

    0.43% of the 13F portfolio, value $1,546,503.

    13F-HR 0001104659-26-010106 filed by Fusion Capital, 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 14,936 shares
    Change vs previous 13F -58 shares

    0.41% of the 13F portfolio, value $1,411,715.

    13F-HR 0001104659-25-106767 filed by Fusion Capital, 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 14,994 shares
    Change vs previous 13F +847 shares

    0.47% of the 13F portfolio, value $1,368,019.

    13F-HR 0001104659-25-075642 filed by Fusion Capital, 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 14,147 shares
    Change vs previous 13F +2,072 shares

    0.42% of the 13F portfolio, value $1,107,454.

    13F-HR 0001104659-25-049192 filed by Fusion Capital, 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 12,075 shares
    Change vs previous 13F +37 shares

    0.36% of the 13F portfolio, value $893,670.

    13F-HR 0001104659-25-009449 filed by Fusion Capital, 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 12,038 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $780,189.

    13F-HR 0001104659-24-116505 filed by Fusion Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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