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Mainstream Capital Management LLC: SCHW position timeline

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

Mainstream Capital Management LLC held 16,030 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,030 shares
    Change vs previous 13F -663 shares

    0.89% of the 13F portfolio, value $1,479,088.

    13F-HR 0002043084-26-000003 filed by Mainstream Capital Management 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 16,693 shares
    Change vs previous 13F +75 shares

    1.05% of the 13F portfolio, value $1,568,808.

    13F-HR 0002043084-26-000002 filed by Mainstream Capital Management 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 16,618 shares
    Change vs previous 13F -387 shares

    1.09% of the 13F portfolio, value $1,660,304.

    13F-HR 0002043084-26-000001 filed by Mainstream Capital Management 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 17,005 shares
    Change vs previous 13F +291 shares

    1.08% of the 13F portfolio, value $1,623,467.

    13F-HR 0002043084-25-000006 filed by Mainstream Capital Management 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 16,714 shares
    Change vs previous 13F -111 shares

    1.11% of the 13F portfolio, value $1,524,985.

    13F-HR 0002043084-25-000004 filed by Mainstream Capital Management 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 16,825 shares
    Change vs previous 13F +794 shares

    1.04% of the 13F portfolio, value $1,317,061.

    13F-HR 0002043084-25-000002 filed by Mainstream Capital Management 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 16,031 shares
    Change vs previous 13F +162 shares

    0.83% of the 13F portfolio, value $1,186,454.

    13F-HR 0002043084-25-000001 filed by Mainstream Capital Management 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 15,869 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $1,028,470.

    13F-HR 0002043084-24-000002 filed by Mainstream Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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