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Disclosery

Geller Advisors LLC: SCHW position timeline

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

Geller Advisors LLC held 6,842 SCHW shares at 2024-12-31 per its 13F-HR filed 2025-02-14.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 6,842 shares
    Change vs previous 13F -269 shares

    0.03% of the 13F portfolio, value $506,376.

    13F-HR 0001172661-25-001093 filed by Geller Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 7,111 shares
    Change vs previous 13F -242 shares

    0.03% of the 13F portfolio, value $460,864.

    13F-HR 0001172661-24-005341 filed by Geller Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 7,353 shares
    Change vs previous 13F +570 shares

    0.04% of the 13F portfolio, value $541,843.

    13F-HR 0001172661-24-003307 filed by Geller Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 6,783 shares
    Change vs previous 13F -99 shares

    0.04% of the 13F portfolio, value $490,682.

    13F-HR 0001172661-24-002269 filed by Geller Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 6,882 shares
    Change vs previous 13F +1,580 shares

    0.05% of the 13F portfolio, value $473,482.

    13F-HR 0001172661-24-001233 filed by Geller Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 5,302 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $291,080.

    13F-HR 0001172661-23-003797 filed by Geller Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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