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Modus Advisors, LLC: SCHW position timeline

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

Modus Advisors, LLC held 20,588 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,588 shares
    Change vs previous 13F -827 shares

    0.47% of the 13F portfolio, value $1,899,635.

    13F-HR 0001799284-26-000003 filed by Modus 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 21,415 shares
    Change vs previous 13F -10,940 shares

    0.55% of the 13F portfolio, value $2,012,629.

    13F-HR 0001799284-26-000002 filed by Modus 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 32,355 shares
    Change vs previous 13F -15,084 shares

    0.85% of the 13F portfolio, value $3,232,583.

    13F-HR 0001799284-26-000001 filed by Modus 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 47,439 shares
    Change vs previous 13F +233 shares

    1.23% of the 13F portfolio, value $4,528,979.

    13F-HR 0001799284-25-000005 filed by Modus 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 47,206 shares
    Change vs previous 13F +393 shares

    1.28% of the 13F portfolio, value $4,307,064.

    13F-HR 0001799284-25-000003 filed by Modus 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 46,813 shares
    Change vs previous 13F +558 shares

    1.2% of the 13F portfolio, value $3,664,518.

    13F-HR 0001799284-25-000002 filed by Modus 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 46,255 shares
    Change vs previous 13F +993 shares

    1.07% of the 13F portfolio, value $3,423,312.

    13F-HR 0001799284-25-000001 filed by Modus Advisors, 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 45,262 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $2,933,409.

    13F-HR 0001799284-24-000004 filed by Modus Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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