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GC Wealth Management RIA, LLC: SCHW position timeline

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

GC Wealth Management RIA, LLC held 9,959 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,959 shares
    Change vs previous 13F -1,876 shares

    0.05% of the 13F portfolio, value $918,917.

    13F-HR 0001172661-26-002644 filed by GC Wealth Management RIA, 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 11,835 shares
    Change vs previous 13F -1,043 shares

    0.05% of the 13F portfolio, value $1,112,253.

    13F-HR 0001172661-26-001946 filed by GC Wealth Management RIA, 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 12,878 shares
    Change vs previous 13F -16,167 shares

    0.05% of the 13F portfolio, value $1,286,641.

    13F-HR 0001172661-26-000407 filed by GC Wealth Management RIA, 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 29,045 shares
    Change vs previous 13F +13,569 shares

    0.09% of the 13F portfolio, value $2,772,926.

    13F-HR 0001172661-25-004778 filed by GC Wealth Management RIA, 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 15,476 shares
    Change vs previous 13F +10,269 shares

    0.12% of the 13F portfolio, value $1,412,030.

    13F-HR 0001172661-25-002639 filed by GC Wealth Management RIA, 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 5,207 shares
    Change vs previous 13F +286 shares

    0.07% of the 13F portfolio, value $407,604.

    13F-HR 0001172661-25-001674 filed by GC Wealth Management RIA, 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 4,921 shares
    Change vs previous 13F -4,847 shares

    0.06% of the 13F portfolio, value $364,203.

    13F-HR 0001172661-25-000589 filed by GC Wealth Management RIA, 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 9,768 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $633,064.

    13F-HR 0001172661-24-004458 filed by GC Wealth Management RIA, LLC
    Filed (acceptance time not in the bulk data set), ingested

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