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Disclosery

HBK Sorce Advisory LLC: SCHW position timeline

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

HBK Sorce Advisory LLC held 23,120 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,120 shares
    Change vs previous 13F -108 shares

    0.05% of the 13F portfolio, value $2,497,422.

    13F-HR 0001379995-26-000004 filed by HBK Sorce Advisory 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 23,228 shares
    Change vs previous 13F -2,820 shares

    0.04% of the 13F portfolio, value $2,058,233.

    13F-HR 0001379995-26-000003 filed by HBK Sorce Advisory 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 26,048 shares
    Change vs previous 13F -1,643 shares

    0.06% of the 13F portfolio, value $2,737,146.

    13F-HR 0001379995-26-000002 filed by HBK Sorce Advisory 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/A 27,691 shares
    Change vs previous 13F +56 shares

    0.07% of the 13F portfolio, value $2,612,049.

    13F-HR/A 0001379995-25-000010 filed by HBK Sorce Advisory 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 27,635 shares
    Change vs previous 13F +446 shares

    0.07% of the 13F portfolio, value $2,521,435.

    13F-HR 0001379995-25-000006 filed by HBK Sorce Advisory 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 27,189 shares
    Change vs previous 13F +374 shares

    0.06% of the 13F portfolio, value $2,128,333.

    13F-HR 0001379995-25-000004 filed by HBK Sorce Advisory 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 26,815 shares
    Change vs previous 13F +463 shares

    0.06% of the 13F portfolio, value $1,984,581.

    13F-HR 0001379995-25-000002 filed by HBK Sorce Advisory 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 26,352 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,707,843.

    13F-HR 0001379995-24-000007 filed by HBK Sorce Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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