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Disclosery

Lindbrook Capital, LLC: SCHW position timeline

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

Lindbrook Capital, LLC held 11,554 SCHW shares at 2025-03-31 per its 13F-HR filed 2025-05-05.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 11,554 shares
    Change vs previous 13F -93 shares

    0.08% of the 13F portfolio, value $904,447.

    13F-HR 0001767045-25-000002 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 11,647 shares
    Change vs previous 13F +675 shares

    0.08% of the 13F portfolio, value $861,994.

    13F-HR 0001767045-25-000001 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 10,972 shares
    Change vs previous 13F -1,122 shares

    0.06% of the 13F portfolio, value $711,095.

    13F-HR 0001767045-24-000006 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 12,094 shares
    Change vs previous 13F -2,685 shares

    0.08% of the 13F portfolio, value $891,207.

    13F-HR 0001767045-24-000003 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 14,779 shares
    Change vs previous 13F -1,161 shares

    0.1% of the 13F portfolio, value $1,069,113.

    13F-HR 0001767045-24-000002 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 15,940 shares
    Change vs previous 13F -1,708 shares

    0.11% of the 13F portfolio, value $1,096,672.

    13F-HR 0001767045-24-000001 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 17,648 shares
    Change vs previous 13F +659 shares

    0.11% of the 13F portfolio, value $968,875.

    13F-HR 0001767045-23-000004 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 16,989 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $962,937.

    13F-HR 0001767045-23-000003 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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