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Disclosery

Horizon Investment Services, LLC: SCHW position timeline

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

Horizon Investment Services, LLC held 0 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -26,099 shares

    13F-HR 0001426940-26-000011 filed by Horizon Investment Services, 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 ended2026-03-31
    13F 26,099 shares
    Change vs previous 13F +1,022 shares

    0.85% of the 13F portfolio, value $2,452,826.

    13F-HR 0001426940-26-000004 filed by Horizon Investment Services, 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 25,077 shares
    Change vs previous 13F +2,463 shares

    0.9% of the 13F portfolio, value $2,505,474.

    13F-HR 0001426940-26-000002 filed by Horizon Investment Services, 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 22,614 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $2,159,042.

    13F-HR 0001426940-25-000004 filed by Horizon Investment Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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