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Disclosery

Lantz Financial LLC: SCHW position timeline

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

Lantz Financial LLC held 3,364 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,364 shares
    Change vs previous 13F +23 shares

    0.06% of the 13F portfolio, value $310,364.

    13F-HR 0001766883-26-000009 filed by Lantz Financial 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 3,341 shares
    Change vs previous 13F +98 shares

    0.06% of the 13F portfolio, value $313,994.

    13F-HR 0001766883-26-000005 filed by Lantz Financial 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 3,243 shares
    Change vs previous 13F +99 shares

    0.07% of the 13F portfolio, value $323,965.

    13F-HR 0001766883-26-000002 filed by Lantz Financial 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 3,144 shares
    Change vs previous 13F +82 shares

    0.07% of the 13F portfolio, value $300,144.

    13F-HR 0001766883-25-000008 filed by Lantz Financial 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 3,062 shares
    Change vs previous 13F +41 shares

    0.07% of the 13F portfolio, value $279,391.

    13F-HR 0001085146-25-003738 filed by Lantz Financial 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 3,021 shares
    Change vs previous 13F +100 shares

    0.06% of the 13F portfolio, value $236,514.

    13F-HR 0001085146-25-001925 filed by Lantz Financial 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 2,921 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $216,150.

    13F-HR 0001085146-25-000377 filed by Lantz Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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