Skip to content
Disclosery

LAZARI CAPITAL MANAGEMENT, INC.: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LAZARI CAPITAL MANAGEMENT, INC. on SCHW, newest first. How the timeline and the estimate are built.

LAZARI CAPITAL MANAGEMENT, INC. held 6,312 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,312 shares
    Change vs previous 13F +40 shares

    0.18% of the 13F portfolio, value $582,403.

    13F-HR 0001986389-26-000004 filed by LAZARI CAPITAL MANAGEMENT, INC.
    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 6,272 shares
    Change vs previous 13F -60 shares

    0.21% of the 13F portfolio, value $589,478.

    13F-HR 0001986389-26-000003 filed by LAZARI CAPITAL MANAGEMENT, INC.
    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/A 6,332 shares
    Change vs previous 13F +21 shares

    0.21% of the 13F portfolio, value $632,657.

    13F-HR/A 0001986389-26-000002 filed by LAZARI CAPITAL MANAGEMENT, INC.
    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 6,311 shares
    Change vs previous 13F +3 shares

    0.2% of the 13F portfolio, value $602,519.

    13F-HR 0001986389-25-000008 filed by LAZARI CAPITAL MANAGEMENT, INC.
    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 6,308 shares
    Change vs previous 13F -540 shares

    0.22% of the 13F portfolio, value $575,545.

    13F-HR 0001986389-25-000003 filed by LAZARI CAPITAL MANAGEMENT, INC.
    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 6,848 shares
    Change vs previous 13F -1,466 shares

    0.22% of the 13F portfolio, value $536,039.

    13F-HR 0001986389-25-000002 filed by LAZARI CAPITAL MANAGEMENT, INC.
    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 8,314 shares
    Change vs previous 13F -526 shares

    0.25% of the 13F portfolio, value $615,322.

    13F-HR 0001986389-25-000001 filed by LAZARI CAPITAL MANAGEMENT, INC.
    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 8,840 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $572,904.

    13F-HR 0001986389-24-000006 filed by LAZARI CAPITAL MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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