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Disclosery

NewEdge Advisors, LLC: SCHW position timeline

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

NewEdge Advisors, LLC held 165,885 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 165,885 shares
    Change vs previous 13F +36,051 shares

    0.05% of the 13F portfolio, value $15,306,214.

    13F-HR 0001213900-26-088240 filed by NewEdge 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/A 129,834 shares
    Change vs previous 13F +6,455 shares

    0.04% of the 13F portfolio, value $12,201,845.

    13F-HR/A 0001213900-26-064375 filed by NewEdge 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 123,379 shares
    Change vs previous 13F -31,716 shares

    0.04% of the 13F portfolio, value $12,326,750.

    13F-HR 0001213900-26-017857 filed by NewEdge 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 155,095 shares
    Change vs previous 13F +55,534 shares

    0.07% of the 13F portfolio, value $14,806,952.

    13F-HR 0001213900-25-111189 filed by NewEdge 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 99,561 shares
    Change vs previous 13F -776 shares

    0.05% of the 13F portfolio, value $9,083,969.

    13F-HR 0001213900-25-076165 filed by NewEdge 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 100,337 shares
    Change vs previous 13F +2,573 shares

    0.05% of the 13F portfolio, value $7,854,356.

    13F-HR 0001213900-25-043870 filed by NewEdge 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 97,764 shares
    Change vs previous 13F +5,067 shares

    0.04% of the 13F portfolio, value $7,235,482.

    13F-HR 0001213900-25-013610 filed by NewEdge 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 92,697 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $6,007,716.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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