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Leisure Capital Management: SCHW position timeline

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

Leisure Capital Management held 13,373 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,373 shares
    Change vs previous 13F -22 shares

    0.39% of the 13F portfolio, value $1,233,927.

    13F-HR 0001631507-26-000004 filed by Leisure Capital Management
    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 13,395 shares
    Change vs previous 13F -194 shares

    0.44% of the 13F portfolio, value $1,258,816.

    13F-HR 0001631507-26-000003 filed by Leisure Capital Management
    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 13,589 shares
    Change vs previous 13F -41 shares

    0.45% of the 13F portfolio, value $1,357,628.

    13F-HR 0001631507-26-000001 filed by Leisure Capital Management
    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 13,630 shares
    Change vs previous 13F -198 shares

    0.45% of the 13F portfolio, value $1,301,209.

    13F-HR 0001631507-25-000008 filed by Leisure Capital Management
    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 13,828 shares
    Change vs previous 13F +198 shares

    0.48% of the 13F portfolio, value $1,261,622.

    13F-HR 0001631507-25-000004 filed by Leisure Capital Management
    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 13,630 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $1,066,957.

    13F-HR 0001631507-25-000003 filed by Leisure Capital Management
    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 13,630 shares
    Change vs previous 13F -122 shares

    0.4% of the 13F portfolio, value $1,008,720.

    13F-HR 0001631507-25-000001 filed by Leisure Capital Management
    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 13,752 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $891,268.

    13F-HR 0001631507-24-000007 filed by Leisure Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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