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Disclosery

Oak Harvest Investment Services: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Oak Harvest Investment Services on SCHW, newest first. How the timeline and the estimate are built.

Oak Harvest Investment Services held 85,893 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,893 shares
    Change vs previous 13F -44,048 shares

    0.74% of the 13F portfolio, value $7,925,346.

    13F-HR 0001839430-26-000006 filed by Oak Harvest Investment Services
    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 129,941 shares
    Change vs previous 13F +72,554 shares

    1.27% of the 13F portfolio, value $12,211,873.

    13F-HR 0001839430-26-000004 filed by Oak Harvest Investment Services
    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 57,387 shares
    Change vs previous 13F +10,394 shares

    0.63% of the 13F portfolio, value $5,733,567.

    13F-HR 0001839430-26-000001 filed by Oak Harvest Investment Services
    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 46,993 shares
    Change vs previous 13F +2,327 shares

    0.52% of the 13F portfolio, value $4,486,377.

    13F-HR 0001839430-25-000007 filed by Oak Harvest Investment Services
    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 44,666 shares
    Change vs previous 13F +2,714 shares

    0.51% of the 13F portfolio, value $4,075,339.

    13F-HR 0001839430-25-000005 filed by Oak Harvest Investment Services
    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 41,952 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $3,283,982.

    13F-HR 0001839430-25-000004 filed by Oak Harvest Investment Services
    Filed (acceptance time not in the bulk data set), ingested

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