Skip to content
Disclosery

Horan Capital Advisors, LLC.: SCHW position timeline

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

Horan Capital Advisors, LLC. held 0 SCHW shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -41,661 shares

    13F-HR 0001584086-25-000002 filed by Horan Capital Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 41,661 shares
    Change vs previous 13F -389 shares

    1.04% of the 13F portfolio, value $3,083,320.

    13F-HR 0001584086-25-000001 filed by Horan Capital 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 ended2024-09-30
    13F 42,050 shares
    Change vs previous 13F -573 shares

    0.91% of the 13F portfolio, value $2,725,251.

    13F-HR 0001584086-24-000005 filed by Horan Capital 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 ended2024-06-30
    13F 42,623 shares
    Change vs previous 13F -260 shares

    1.1% of the 13F portfolio, value $3,140,878.

    13F-HR 0001584086-24-000004 filed by Horan Capital 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 ended2024-03-31
    13F 42,883 shares
    Change vs previous 13F -254 shares

    1.1% of the 13F portfolio, value $3,102,145.

    13F-HR 0001584086-24-000002 filed by Horan Capital 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 ended2023-12-31
    13F 43,137 shares
    Change vs previous 13F -840 shares

    1.09% of the 13F portfolio, value $2,967,835.

    13F-HR 0001584086-24-000001 filed by Horan Capital Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 43,977 shares
    Change vs previous 13F -1,090 shares

    0.97% of the 13F portfolio, value $2,414,335.

    13F-HR 0001584086-23-000004 filed by Horan Capital Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 45,067 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $2,554,398.

    13F-HR 0001584086-23-000003 filed by Horan Capital Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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