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Longview Financial Advisors LLC: SCHW position timeline

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

Longview Financial Advisors LLC held 1,706 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,706 shares
    Change vs previous 13F +2 shares

    0.08% of the 13F portfolio, value $157,382.

    13F-HR 0002076077-26-000003 filed by Longview Financial Advisors 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 1,704 shares
    Change vs previous 13F -597 shares

    0.09% of the 13F portfolio, value $160,116.

    13F-HR 0002076077-26-000002 filed by Longview Financial Advisors 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 2,301 shares
    Change vs previous 13F +8 shares

    0.13% of the 13F portfolio, value $229,929.

    13F-HR 0002076077-26-000001 filed by Longview Financial Advisors 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 2,293 shares
    Change vs previous 13F -529 shares

    0.13% of the 13F portfolio, value $218,943.

    13F-HR 0002076077-25-000004 filed by Longview Financial Advisors 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 2,822 shares
    Change vs previous 13F +6 shares

    0.16% of the 13F portfolio, value $257,460.

    13F-HR 0002076077-25-000003 filed by Longview Financial Advisors 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 2,816 shares
    Change vs previous 13F +52 shares

    0.15% of the 13F portfolio, value $220,452.

    13F-HR 0002076077-25-000002 filed by Longview Financial Advisors 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 2,764 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $204,592.

    13F-HR 0002076077-25-000001 filed by Longview Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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