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Disclosery

Horizon Investments, LLC: SCHW position timeline

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

Horizon Investments, LLC held 149,606 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 149,606 shares
    Change vs previous 13F +11,646 shares

    0.15% of the 13F portfolio, value $13,804,146.

    13F-HR 0001560717-26-000008 filed by Horizon Investments, 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 137,960 shares
    Change vs previous 13F +40,093 shares

    0.14% of the 13F portfolio, value $12,918,574.

    13F-HR 0001560717-26-000007 filed by Horizon Investments, 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 97,867 shares
    Change vs previous 13F -57,895 shares

    0.12% of the 13F portfolio, value $9,777,892.

    13F-HR 0001560717-26-000002 filed by Horizon Investments, 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 155,762 shares
    Change vs previous 13F +49,370 shares

    0.2% of the 13F portfolio, value $14,870,598.

    13F-HR 0001560717-25-000008 filed by Horizon Investments, 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 106,392 shares
    Change vs previous 13F +76,613 shares

    0.15% of the 13F portfolio, value $9,679,544.

    13F-HR 0001560717-25-000006 filed by Horizon Investments, 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 29,779 shares
    Change vs previous 13F +4,155 shares

    0.07% of the 13F portfolio, value $2,323,655.

    13F-HR 0001560717-25-000004 filed by Horizon Investments, 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 25,624 shares
    Change vs previous 13F +418 shares

    0.05% of the 13F portfolio, value $1,896,432.

    13F-HR 0001560717-25-000001 filed by Horizon Investments, 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 25,206 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,628,056.

    13F-HR 0001560717-24-000006 filed by Horizon Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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