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Disclosery

Mach-1 Financial Group, LLC: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mach-1 Financial Group, LLC on SCHW, newest first. How the timeline and the estimate are built.

Mach-1 Financial Group, LLC held 2,202 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,202 shares
    Change vs previous 13F -9,392 shares

    0.08% of the 13F portfolio, value $203,179.

    13F-HR 0001172661-26-002912 filed by Mach-1 Financial Group, 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 11,594 shares
    Change vs previous 13F -11,604 shares

    0.38% of the 13F portfolio, value $1,089,648.

    13F-HR 0001172661-26-001794 filed by Mach-1 Financial Group, 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 23,198 shares
    Change vs previous 13F +23,198 shares

    0.48% of the 13F portfolio, value $2,317,795.

    13F-HR 0001172661-26-000511 filed by Mach-1 Financial Group, 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 0 shares
    Change vs previous 13F -42,367 shares

    13F-HR 0001172661-25-004734 filed by Mach-1 Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 42,367 shares
    Change vs previous 13F -2,335 shares

    1.13% of the 13F portfolio, value $3,865,569.

    13F-HR 0001172661-25-003006 filed by Mach-1 Financial Group, 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 44,702 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $3,499,383.

    13F-HR 0001172661-25-001824 filed by Mach-1 Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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