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Hixon Zuercher, LLC: SCHW position timeline

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

Hixon Zuercher, LLC held 56,278 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 56,278 shares
    Change vs previous 13F +7,675 shares

    1.59% of the 13F portfolio, value $5,500,596.

    13F-HR 0002085853-26-001143 filed by Hixon Zuercher, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 48,603 shares
    Change vs previous 13F -282 shares

    1.32% of the 13F portfolio, value $4,484,568.

    13F-HR 0002085853-26-000772 filed by Hixon Zuercher, 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 48,885 shares
    Change vs previous 13F -511 shares

    1.43% of the 13F portfolio, value $4,594,239.

    13F-HR 0002085853-26-000411 filed by Hixon Zuercher, 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 49,396 shares
    Change vs previous 13F +352 shares

    1.5% of the 13F portfolio, value $4,935,161.

    13F-HR 0002085853-26-000082 filed by Hixon Zuercher, 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 49,044 shares
    Change vs previous 13F -1,663 shares

    1.43% of the 13F portfolio, value $4,682,241.

    13F-HR 0002085853-25-000070 filed by Hixon Zuercher, 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 50,707 shares
    Change vs previous 13F -17 shares

    1.49% of the 13F portfolio, value $4,626,477.

    13F-HR 0001667731-25-001033 filed by Hixon Zuercher, 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 50,724 shares
    Change vs previous 13F +723 shares

    1.4% of the 13F portfolio, value $3,970,664.

    13F-HR 0001667731-25-000533 filed by Hixon Zuercher, 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 50,001 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $3,700,537.

    13F-HR 0001667731-25-000096 filed by Hixon Zuercher, LLC
    Filed (acceptance time not in the bulk data set), ingested

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