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Hennion & Walsh Asset Management, Inc.: SCHW position timeline

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

Hennion & Walsh Asset Management, Inc. held 40,725 SCHW shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 40,725 shares
    Change vs previous 13F -16,740 shares

    0.12% of the 13F portfolio, value $3,980,462.

    13F-HR 0002000324-26-005579 filed by Hennion & Walsh Asset Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 57,465 shares
    Change vs previous 13F +1,441 shares

    0.15% of the 13F portfolio, value $5,302,296.

    13F-HR 0002000324-26-002845 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 56,024 shares
    Change vs previous 13F -6,811 shares

    0.18% of the 13F portfolio, value $5,265,136.

    13F-HR 0002000324-26-001898 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 62,835 shares
    Change vs previous 13F +1,488 shares

    0.22% of the 13F portfolio, value $6,277,845.

    13F-HR 0002000324-26-000109 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 61,347 shares
    Change vs previous 13F +2,312 shares

    0.21% of the 13F portfolio, value $5,856,798.

    13F-HR 0002000324-25-003954 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 59,035 shares
    Change vs previous 13F +1,052 shares

    0.22% of the 13F portfolio, value $5,386,353.

    13F-HR 0002000324-25-002684 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 57,983 shares
    Change vs previous 13F +2,322 shares

    0.2% of the 13F portfolio, value $4,538,909.

    13F-HR 0002000324-25-001387 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 55,661 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $4,119,471.

    13F-HR 0002000324-25-000017 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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