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Linden Thomas Advisory Services, LLC: SCHW position timeline

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

Linden Thomas Advisory Services, LLC held 2,614 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,614 shares
    Change vs previous 13F +32 shares

    0.02% of the 13F portfolio, value $241,194.

    13F-HR 0001965702-26-000008 filed by Linden Thomas Advisory Services, 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 2,582 shares
    Change vs previous 13F -68 shares

    0.02% of the 13F portfolio, value $242,656.

    13F-HR 0001965702-26-000006 filed by Linden Thomas Advisory Services, 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 2,650 shares
    Change vs previous 13F -36 shares

    0.03% of the 13F portfolio, value $264,762.

    13F-HR 0001965702-26-000002 filed by Linden Thomas Advisory Services, 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 2,686 shares
    Change vs previous 13F -27 shares

    0.03% of the 13F portfolio, value $256,432.

    13F-HR 0001965702-25-000009 filed by Linden Thomas Advisory Services, 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 2,713 shares
    Change vs previous 13F -547 shares

    0.03% of the 13F portfolio, value $247,534.

    13F-HR 0001085146-25-004378 filed by Linden Thomas Advisory Services, 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 3,260 shares
    Change vs previous 13F +63 shares

    0.03% of the 13F portfolio, value $255,193.

    13F-HR 0001085146-25-002486 filed by Linden Thomas Advisory Services, 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 3,197 shares
    Change vs previous 13F -48 shares

    0.03% of the 13F portfolio, value $236,610.

    13F-HR 0001085146-25-000376 filed by Linden Thomas Advisory Services, 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 3,245 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $210,308.

    13F-HR 0001085146-24-004979 filed by Linden Thomas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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