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Nova Wealth Management, Inc.: SCHW position timeline

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

Nova Wealth Management, Inc. held 175 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 175 shares
    Change vs previous 13F +99 shares

    0.01% of the 13F portfolio, value $16,147.

    13F-HR 0001376474-26-000479 filed by Nova Wealth Management, Inc.
    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 76 shares
    Change vs previous 13F -179 shares

    <0.01% of the 13F portfolio, value $7,122.

    13F-HR 0001376474-26-000287 filed by Nova Wealth 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 ended2025-12-31
    13F 255 shares
    Change vs previous 13F +18 shares

    0.02% of the 13F portfolio, value $25,505.

    13F-HR 0001376474-26-000042 filed by Nova Wealth 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 ended2025-09-30
    13F 237 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $22,653.

    13F-HR 0001376474-25-000837 filed by Nova Wealth 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 ended2025-06-30
    13F 237 shares
    Change vs previous 13F +52 shares

    0.02% of the 13F portfolio, value $21,649.

    13F-HR 0001376474-25-000581 filed by Nova Wealth 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 ended2025-03-31
    13F/A 185 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $14,482.

    13F-HR/A 0001376474-25-000502 filed by Nova Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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