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HighPoint Advisor Group LLC: SCHW position timeline

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

HighPoint Advisor Group LLC held 8,888 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,888 shares
    Change vs previous 13F -1,261 shares

    0.03% of the 13F portfolio, value $820,076.

    13F-HR 0001616034-26-000005 filed by HighPoint Advisor Group 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 10,149 shares
    Change vs previous 13F -35,931 shares

    0.04% of the 13F portfolio, value $953,824.

    13F-HR 0001616034-26-000004 filed by HighPoint Advisor 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 ended2025-12-31
    13F/A 46,080 shares
    Change vs previous 13F +13,213 shares

    0.1% of the 13F portfolio, value $4,603,861.

    13F-HR 0001616034-26-000001 filed by HighPoint Advisor 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 ended2025-09-30
    13F 32,867 shares
    Change vs previous 13F +303 shares

    0.15% of the 13F portfolio, value $3,137,853.

    13F-HR 0001616034-25-000010 filed by HighPoint Advisor 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 ended2025-06-30
    13F 32,564 shares
    Change vs previous 13F -437 shares

    0.16% of the 13F portfolio, value $2,971,135.

    13F-HR 0001616034-25-000008 filed by HighPoint Advisor 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 ended2025-03-31
    13F 33,001 shares
    Change vs previous 13F -1,390 shares

    0.16% of the 13F portfolio, value $2,681,651.

    13F-HR 0001616034-25-000006 filed by HighPoint Advisor 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 ended2024-12-31
    13F 34,391 shares
    Change vs previous 13F -2,224 shares

    0.16% of the 13F portfolio, value $2,861,364.

    13F-HR 0001616034-25-000003 filed by HighPoint Advisor 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 ended2024-09-30
    13F 36,615 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,597,469.

    13F-HR 0001616034-24-000009 filed by HighPoint Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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