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Disclosery

Keel Point, LLC: SCHW position timeline

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

Keel Point, LLC held 5,216 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 5,216 shares
    Change vs previous 13F +39 shares

    0.03% of the 13F portfolio, value $481,242.

    13F-HR 0001386935-26-000003 filed by Keel Point, 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 5,177 shares
    Change vs previous 13F -1,949 shares

    0.03% of the 13F portfolio, value $486,547.

    13F-HR 0001386935-26-000002 filed by Keel Point, 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 7,126 shares
    Change vs previous 13F -1,711 shares

    0.04% of the 13F portfolio, value $711,954.

    13F-HR 0001386935-26-000001 filed by Keel Point, 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 8,837 shares
    Change vs previous 13F +135 shares

    0.05% of the 13F portfolio, value $843,691.

    13F-HR 0001386935-25-000007 filed by Keel Point, 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 8,702 shares
    Change vs previous 13F +2,060 shares

    0.05% of the 13F portfolio, value $793,990.

    13F-HR 0001386935-25-000004 filed by Keel Point, 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 6,642 shares
    Change vs previous 13F +1,685 shares

    0.04% of the 13F portfolio, value $519,952.

    13F-HR 0001386935-25-000002 filed by Keel Point, 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 4,957 shares
    Change vs previous 13F -107 shares

    0.03% of the 13F portfolio, value $366,881.

    13F-HR 0001386935-25-000001 filed by Keel Point, 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 5,064 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $328,177.

    13F-HR 0001386935-24-000007 filed by Keel Point, LLC
    Filed (acceptance time not in the bulk data set), ingested

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