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Disclosery

Mystic Asset Management, Inc.: SCHW position timeline

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

Mystic Asset Management, Inc. held 12,121 SCHW shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 12,121 shares
    Change vs previous 13F +223 shares

    0.26% of the 13F portfolio, value $1,184,707.

    13F-HR 0001172661-26-004541 filed by Mystic Asset Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,898 shares
    Change vs previous 13F -174 shares

    0.23% of the 13F portfolio, value $1,097,828.

    13F-HR 0001172661-26-003253 filed by Mystic Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 12,072 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $1,134,527.

    13F-HR 0001172661-26-001635 filed by Mystic Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 12,072 shares
    Change vs previous 13F +521 shares

    0.27% of the 13F portfolio, value $1,206,114.

    13F-HR 0001172661-26-000359 filed by Mystic Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 11,551 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $1,102,774.

    13F-HR 0001172661-25-004539 filed by Mystic Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 11,551 shares
    Change vs previous 13F +165 shares

    0.25% of the 13F portfolio, value $1,053,913.

    13F-HR 0001172661-25-003051 filed by Mystic Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 11,386 shares
    Change vs previous 13F +891 shares

    0.24% of the 13F portfolio, value $891,296.

    13F-HR 0001172661-25-001569 filed by Mystic Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 10,495 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $776,735.

    13F-HR 0001172661-25-000631 filed by Mystic Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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