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Disclosery

HCR Wealth Advisors: SCHW position timeline

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

HCR Wealth Advisors held 14,040 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,040 shares
    Change vs previous 13F +352 shares

    0.12% of the 13F portfolio, value $1,295,536.

    13F-HR 0001697715-26-000004 filed by HCR Wealth Advisors
    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 13,688 shares
    Change vs previous 13F -74 shares

    0.13% of the 13F portfolio, value $1,286,405.

    13F-HR 0001697715-26-000003 filed by HCR Wealth Advisors
    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 13,762 shares
    Change vs previous 13F +222 shares

    0.14% of the 13F portfolio, value $1,375,009.

    13F-HR 0001697715-26-000001 filed by HCR Wealth Advisors
    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 13,540 shares
    Change vs previous 13F +495 shares

    0.13% of the 13F portfolio, value $1,255,238.

    13F-HR 0001697715-25-000007 filed by HCR Wealth Advisors
    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 13,045 shares
    Change vs previous 13F +788 shares

    0.14% of the 13F portfolio, value $1,190,293.

    13F-HR 0001697715-25-000005 filed by HCR Wealth Advisors
    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 12,257 shares
    Change vs previous 13F -586 shares

    0.12% of the 13F portfolio, value $959,517.

    13F-HR 0001697715-25-000003 filed by HCR Wealth Advisors
    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 12,843 shares
    Change vs previous 13F -131 shares

    0.12% of the 13F portfolio, value $950,565.

    13F-HR 0001697715-25-000001 filed by HCR Wealth Advisors
    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 12,974 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $840,873.

    13F-HR 0001697715-24-000006 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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