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Disclosery

HF Advisory Group, LLC: SCHW position timeline

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

HF Advisory Group, LLC held 35,531 SCHW shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 35,531 shares
    Change vs previous 13F -5,731 shares

    1.03% of the 13F portfolio, value $3,472,818.

    13F-HR 0002085853-26-001137 filed by HF Advisory Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 41,262 shares
    Change vs previous 13F +2,890 shares

    1.18% of the 13F portfolio, value $3,807,196.

    13F-HR 0002085853-26-000665 filed by HF Advisory Group, LLC
    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 38,372 shares
    Change vs previous 13F +771 shares

    1.23% of the 13F portfolio, value $3,606,176.

    13F-HR 0002085853-26-000446 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F/A 37,601 shares
    Change vs previous 13F +439 shares

    1.31% of the 13F portfolio, value $3,756,699.

    13F-HR/A 0002085853-26-000077 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 37,162 shares
    Change vs previous 13F +959 shares

    1.3% of the 13F portfolio, value $3,547,917.

    13F-HR 0002085853-25-000012 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 36,203 shares
    Change vs previous 13F -1,770 shares

    1.31% of the 13F portfolio, value $3,303,091.

    13F-HR 0001667731-25-000772 filed by HF Advisory Group, LLC
    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 37,973 shares
    Change vs previous 13F +104 shares

    1.3% of the 13F portfolio, value $2,972,540.

    13F-HR 0001667731-25-000411 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 37,869 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $2,802,720.

    13F-HR 0001667731-25-000039 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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