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HFM Investment Advisors, LLC: SCHW position timeline

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

HFM Investment Advisors, LLC held 44 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44 shares
    Change vs previous 13F +20 shares

    <0.01% of the 13F portfolio, value $4,060.

    13F-HR 0002067972-26-000008 filed by HFM Investment Advisors, 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 24 shares
    Change vs previous 13F -29 shares

    <0.01% of the 13F portfolio, value $2,256.

    13F-HR 0002067972-26-000004 filed by HFM Investment Advisors, 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 53 shares
    Change vs previous 13F +28 shares

    <0.01% of the 13F portfolio, value $5,296.

    13F-HR 0002067972-26-000002 filed by HFM Investment Advisors, 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 25 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $2,387.

    13F-HR 0002067972-25-000009 filed by HFM Investment Advisors, 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 24 shares
    Change vs previous 13F +14 shares

    <0.01% of the 13F portfolio, value $2,190.

    13F-HR 0002067972-25-000004 filed by HFM Investment Advisors, 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 10 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $783.

    13F-HR 0002067972-25-000002 filed by HFM Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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