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Disclosery

Hardy Reed LLC: SCHW position timeline

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

Hardy Reed LLC held 13,305 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,305 shares
    Change vs previous 13F -87 shares

    0.08% of the 13F portfolio, value $1,227,653.

    13F-HR 0001765380-26-000261 filed by Hardy Reed 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 13,392 shares
    Change vs previous 13F +302 shares

    0.09% of the 13F portfolio, value $1,258,581.

    13F-HR 0001765380-26-000128 filed by Hardy Reed 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 13,090 shares
    Change vs previous 13F -284 shares

    0.09% of the 13F portfolio, value $1,307,822.

    13F-HR 0001765380-26-000065 filed by Hardy Reed 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 13,374 shares
    Change vs previous 13F +356 shares

    0.09% of the 13F portfolio, value $1,276,816.

    13F-HR 0001765380-25-000440 filed by Hardy Reed 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 13,018 shares
    Change vs previous 13F -141 shares

    0.1% of the 13F portfolio, value $1,187,763.

    13F-HR 0001765380-25-000257 filed by Hardy Reed 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 13,159 shares
    Change vs previous 13F -66 shares

    0.09% of the 13F portfolio, value $1,030,087.

    13F-HR 0001765380-25-000161 filed by Hardy Reed 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 13,225 shares
    Change vs previous 13F +166 shares

    0.09% of the 13F portfolio, value $978,783.

    13F-HR 0001765380-25-000027 filed by Hardy Reed 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 13,059 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $846,354.

    13F-HR 0001765380-24-000454 filed by Hardy Reed LLC
    Filed (acceptance time not in the bulk data set), ingested

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