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Disclosery

NewEdge Wealth, LLC: SCHW position timeline

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

NewEdge Wealth, LLC held 81,949 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,949 shares
    Change vs previous 13F +499 shares

    0.08% of the 13F portfolio, value $7,561,474.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 81,450 shares
    Change vs previous 13F -22,039 shares

    0.09% of the 13F portfolio, value $7,654,659.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 103,489 shares
    Change vs previous 13F +20,354 shares

    0.12% of the 13F portfolio, value $10,339,567.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 83,135 shares
    Change vs previous 13F +2,468 shares

    0.11% of the 13F portfolio, value $7,788,126.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 80,667 shares
    Change vs previous 13F +3,786 shares

    0.12% of the 13F portfolio, value $7,743,185.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 76,881 shares
    Change vs previous 13F +2,529 shares

    0.11% of the 13F portfolio, value $6,018,261.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 74,352 shares
    Change vs previous 13F -7,328 shares

    0.1% of the 13F portfolio, value $5,502,763.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 81,680 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $5,293,689.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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