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Disclosery

Live Oak Private Wealth LLC: SCHW position timeline

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

Live Oak Private Wealth LLC held 203,521 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 203,521 shares
    Change vs previous 13F -11,168 shares

    2.35% of the 13F portfolio, value $18,778,855.

    13F-HR 0001398344-26-012327 filed by Live Oak Private Wealth 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 214,689 shares
    Change vs previous 13F -1,443 shares

    2.81% of the 13F portfolio, value $20,176,450.

    13F-HR 0001398344-26-006713 filed by Live Oak Private Wealth 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 216,132 shares
    Change vs previous 13F -2,579 shares

    2.94% of the 13F portfolio, value $21,593,770.

    13F-HR 0001398344-26-001078 filed by Live Oak Private Wealth 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 218,711 shares
    Change vs previous 13F -1,187 shares

    2.91% of the 13F portfolio, value $20,880,370.

    13F-HR 0001398344-25-019258 filed by Live Oak Private Wealth 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 219,898 shares
    Change vs previous 13F -1,578 shares

    2.99% of the 13F portfolio, value $20,063,457.

    13F-HR 0001398344-25-014372 filed by Live Oak Private Wealth 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 221,476 shares
    Change vs previous 13F +1,384 shares

    2.81% of the 13F portfolio, value $17,337,162.

    13F-HR 0001398344-25-007477 filed by Live Oak Private Wealth 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 220,092 shares
    Change vs previous 13F -3,170 shares

    2.74% of the 13F portfolio, value $16,289,027.

    13F-HR 0001398344-25-001194 filed by Live Oak Private Wealth 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 223,262 shares
    Change vs previous 13F not available

    2.35% of the 13F portfolio, value $14,469,589.

    13F-HR 0001398344-24-019137 filed by Live Oak Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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