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Disclosery

Gibbs Wealth Management: SCHW position timeline

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

Gibbs Wealth Management held 5,594 SCHW shares at 2026-03-31 per its 13F-HR filed 2026-05-13.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 5,594 shares
    Change vs previous 13F +1,655 shares

    0.07% of the 13F portfolio, value $525,761.

    13F-HR 0002085853-26-000590 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 3,939 shares
    Change vs previous 13F -328 shares

    0.1% of the 13F portfolio, value $394,570.

    13F-HR 0002085853-26-000076 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 4,267 shares
    Change vs previous 13F -372 shares

    0.09% of the 13F portfolio, value $407,370.

    13F-HR 0002085853-25-000200 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 4,639 shares
    Change vs previous 13F +270 shares

    0.08% of the 13F portfolio, value $423,255.

    13F-HR 0001667731-25-001106 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 4,369 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $342,005.

    13F-HR 0002085853-25-000230 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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