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Independent Advisor Alliance: SCHW position timeline

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

Independent Advisor Alliance held 52,052 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,052 shares
    Change vs previous 13F +1,923 shares

    0.11% of the 13F portfolio, value $4,802,805.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 50,129 shares
    Change vs previous 13F -4,982 shares

    0.05% of the 13F portfolio, value $4,711,225.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 55,111 shares
    Change vs previous 13F +15,894 shares

    0.13% of the 13F portfolio, value $5,506,169.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 39,217 shares
    Change vs previous 13F +2,328 shares

    0.1% of the 13F portfolio, value $3,744,061.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 36,889 shares
    Change vs previous 13F -2,214 shares

    0.1% of the 13F portfolio, value $3,365,789.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 39,103 shares
    Change vs previous 13F +4,754 shares

    0.1% of the 13F portfolio, value $3,061,008.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 34,349 shares
    Change vs previous 13F -5,861 shares

    0.03% of the 13F portfolio, value $2,542,209.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    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 40,210 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,605,996.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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