Skip to content
Disclosery

GeoWealth Management, LLC: SCHW position timeline

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

GeoWealth Management, LLC held 37,919 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,919 shares
    Change vs previous 13F -1,779 shares

    0.11% of the 13F portfolio, value $3,498,757.

    13F-HR 0001593387-26-000006 filed by GeoWealth 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 39,698 shares
    Change vs previous 13F +1,277 shares

    0.13% of the 13F portfolio, value $3,730,806.

    13F-HR 0001593387-26-000004 filed by GeoWealth 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 38,421 shares
    Change vs previous 13F -722 shares

    0.14% of the 13F portfolio, value $3,838,685.

    13F-HR 0001593387-26-000002 filed by GeoWealth 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 39,143 shares
    Change vs previous 13F +24,295 shares

    0.14% of the 13F portfolio, value $3,736,997.

    13F-HR 0001593387-25-000007 filed by GeoWealth 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 14,848 shares
    Change vs previous 13F +202 shares

    0.05% of the 13F portfolio, value $1,354,715.

    13F-HR 0001593387-25-000006 filed by GeoWealth 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 14,646 shares
    Change vs previous 13F -4,341 shares

    0.05% of the 13F portfolio, value $1,146,482.

    13F-HR 0001593387-25-000004 filed by GeoWealth 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 18,987 shares
    Change vs previous 13F +3,134 shares

    0.05% of the 13F portfolio, value $1,405,164.

    13F-HR 0001593387-25-000002 filed by GeoWealth 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 15,853 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,027,466.

    13F-HR 0001593387-24-000007 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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