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FWL INVESTMENT MANAGEMENT, LLC: SCHW position timeline

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

FWL INVESTMENT MANAGEMENT, LLC held 17,504 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,504 shares
    Change vs previous 13F -2,952 shares

    0.3% of the 13F portfolio, value $1,615,071.

    13F-HR 0001999371-26-017927 filed by FWL INVESTMENT MANAGEMENT, 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 20,456 shares
    Change vs previous 13F -30,576 shares

    0.42% of the 13F portfolio, value $1,922,414.

    13F-HR 0001999371-26-010798 filed by FWL INVESTMENT MANAGEMENT, 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 51,032 shares
    Change vs previous 13F +7,651 shares

    1.23% of the 13F portfolio, value $5,098,560.

    13F-HR 0001999371-26-003378 filed by FWL INVESTMENT MANAGEMENT, 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 43,381 shares
    Change vs previous 13F +8,257 shares

    1.08% of the 13F portfolio, value $4,141,559.

    13F-HR 0001999371-25-018008 filed by FWL INVESTMENT MANAGEMENT, 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 35,124 shares
    Change vs previous 13F -19,610 shares

    0.98% of the 13F portfolio, value $3,204,714.

    13F-HR 0001999371-25-011318 filed by FWL INVESTMENT MANAGEMENT, 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 54,734 shares
    Change vs previous 13F +48,424 shares

    1.59% of the 13F portfolio, value $4,284,592.

    13F-HR 0001999371-25-006122 filed by FWL INVESTMENT MANAGEMENT, 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 6,310 shares
    Change vs previous 13F +1,396 shares

    0.17% of the 13F portfolio, value $467,003.

    13F-HR 0001839882-25-009026 filed by FWL INVESTMENT MANAGEMENT, 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 4,914 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $318,476.

    13F-HR 0001999371-24-014690 filed by FWL INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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