Skip to content
Disclosery

Institute for Wealth Management, LLC.: SCHW position timeline

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

Institute for Wealth Management, LLC. held 10,886 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,886 shares
    Change vs previous 13F -159 shares

    0.09% of the 13F portfolio, value $1,004,452.

    13F-HR 0001754960-26-000654 filed by Institute for Wealth Management, 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 11,045 shares
    Change vs previous 13F +14 shares

    0.11% of the 13F portfolio, value $1,037,970.

    13F-HR 0001754960-26-000382 filed by Institute for Wealth Management, 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 11,031 shares
    Change vs previous 13F -189 shares

    0.12% of the 13F portfolio, value $1,102,120.

    13F-HR 0002085853-26-000093 filed by Institute for Wealth Management, 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 11,220 shares
    Change vs previous 13F -42 shares

    0.11% of the 13F portfolio, value $1,071,214.

    13F-HR 0002085853-25-000109 filed by Institute for Wealth Management, 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 11,262 shares
    Change vs previous 13F -23 shares

    0.11% of the 13F portfolio, value $1,027,578.

    13F-HR 0001667731-25-000874 filed by Institute for Wealth Management, 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 11,285 shares
    Change vs previous 13F -3 shares

    0.11% of the 13F portfolio, value $883,363.

    13F-HR 0001667731-25-000461 filed by Institute for Wealth Management, 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 11,288 shares
    Change vs previous 13F -173 shares

    0.1% of the 13F portfolio, value $835,416.

    13F-HR 0001667731-25-000105 filed by Institute for Wealth Management, 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 11,461 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $742,800.

    13F-HR 0001533954-24-000005 filed by Institute for Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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