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Integrated Advisors Network LLC: SCHW position timeline

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

Integrated Advisors Network LLC held 73,637 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,637 shares
    Change vs previous 13F +36,179 shares

    0.31% of the 13F portfolio, value $6,794,489.

    13F-HR 0001660177-26-000003 filed by Integrated Advisors Network 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 37,458 shares
    Change vs previous 13F -37,440 shares

    0.18% of the 13F portfolio, value $3,520,312.

    13F-HR 0001660177-26-000002 filed by Integrated Advisors Network 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 74,898 shares
    Change vs previous 13F +26,427 shares

    0.33% of the 13F portfolio, value $7,483,069.

    13F-HR 0001660177-26-000001 filed by Integrated Advisors Network 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 48,471 shares
    Change vs previous 13F -1,232 shares

    0.19% of the 13F portfolio, value $4,627,536.

    13F-HR 0001660177-25-000002 filed by Integrated Advisors Network 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 49,703 shares
    Change vs previous 13F -6,654 shares

    0.2% of the 13F portfolio, value $4,534,911.

    13F-HR 0001085146-25-004927 filed by Integrated Advisors Network 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 56,357 shares
    Change vs previous 13F +41,565 shares

    0.22% of the 13F portfolio, value $4,411,634.

    13F-HR 0001085146-25-002099 filed by Integrated Advisors Network 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 14,792 shares
    Change vs previous 13F -2,171 shares

    0.05% of the 13F portfolio, value $1,094,763.

    13F-HR 0001085146-25-001767 filed by Integrated Advisors Network 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 16,963 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,099,378.

    13F-HR 0001085146-24-005133 filed by Integrated Advisors Network LLC
    Filed (acceptance time not in the bulk data set), ingested

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