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Disclosery

JT Stratford LLC: SCHW position timeline

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

JT Stratford LLC held 29,267 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,267 shares
    Change vs previous 13F +3,578 shares

    0.3% of the 13F portfolio, value $2,700,466.

    13F-HR 0001689013-26-000003 filed by JT Stratford 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 25,689 shares
    Change vs previous 13F +6,360 shares

    0.31% of the 13F portfolio, value $2,414,252.

    13F-HR 0001689013-26-000002 filed by JT Stratford 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 19,329 shares
    Change vs previous 13F +2,258 shares

    0.25% of the 13F portfolio, value $1,931,160.

    13F-HR 0001689013-26-000001 filed by JT Stratford 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 17,071 shares
    Change vs previous 13F +2,933 shares

    0.22% of the 13F portfolio, value $1,629,768.

    13F-HR 0001689013-25-000008 filed by JT Stratford 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 14,138 shares
    Change vs previous 13F +1,835 shares

    0.2% of the 13F portfolio, value $1,289,955.

    13F-HR 0001689013-25-000004 filed by JT Stratford 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 12,303 shares
    Change vs previous 13F -1,440 shares

    0.17% of the 13F portfolio, value $963,081.

    13F-HR 0001689013-25-000003 filed by JT Stratford 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 13,743 shares
    Change vs previous 13F -400 shares

    0.17% of the 13F portfolio, value $1,017,121.

    13F-HR 0001689013-25-000002 filed by JT Stratford 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 14,143 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $916,608.

    13F-HR 0001689013-24-000005 filed by JT Stratford LLC
    Filed (acceptance time not in the bulk data set), ingested

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