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Nicholas Hoffman & Company, LLC.: SCHW position timeline

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

Nicholas Hoffman & Company, LLC. held 13,578 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,578 shares
    Change vs previous 13F +50 shares

    0.03% of the 13F portfolio, value $1,252,884.

    13F-HR 0001398344-26-013410 filed by Nicholas Hoffman & Company, 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 13,528 shares
    Change vs previous 13F -2,675 shares

    0.03% of the 13F portfolio, value $1,271,396.

    13F-HR 0001398344-26-007708 filed by Nicholas Hoffman & Company, 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 16,203 shares
    Change vs previous 13F -631 shares

    0.04% of the 13F portfolio, value $1,618,881.

    13F-HR 0001398344-26-001863 filed by Nicholas Hoffman & Company, 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 16,834 shares
    Change vs previous 13F +52 shares

    0.04% of the 13F portfolio, value $1,607,111.

    13F-HR 0001398344-25-020723 filed by Nicholas Hoffman & Company, 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 16,782 shares
    Change vs previous 13F -4,749 shares

    0.04% of the 13F portfolio, value $1,531,191.

    13F-HR 0001398344-25-014584 filed by Nicholas Hoffman & Company, 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/A 21,531 shares
    Change vs previous 13F +523 shares

    0.06% of the 13F portfolio, value $1,685,462.

    13F-HR/A 0001398344-25-012059 filed by Nicholas Hoffman & Company, 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/A 21,008 shares
    Change vs previous 13F -344 shares

    0.06% of the 13F portfolio, value $1,554,816.

    13F-HR/A 0001398344-25-012057 filed by Nicholas Hoffman & Company, 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/A 21,352 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,383,850.

    13F-HR/A 0001398344-25-012054 filed by Nicholas Hoffman & Company, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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