OKABENA INVESTMENT SERVICES INC: SCHW position timeline

OKABENA INVESTMENT SERVICES INC held 7,881 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 7,881 shares

   Change vs previous 13F -82 shares

   0.13% of the 13F portfolio, value $727,180.

   13F-HR 0001157519-26-000003 filed by OKABENA INVESTMENT SERVICES INC
   Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 7,963 shares

   Change vs previous 13F -15,152 shares

   0.14% of the 13F portfolio, value $748,363.

   13F-HR 0000897101-26-000173 filed by OKABENA INVESTMENT SERVICES INC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 23,115 shares

   Change vs previous 13F +15,109 shares

   0.44% of the 13F portfolio, value $2,309,420.

   13F-HR 0000897101-26-000047 filed by OKABENA INVESTMENT SERVICES INC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 8,006 shares

   Change vs previous 13F -4,208 shares

   0.15% of the 13F portfolio, value $764,333.

   13F-HR 0000897101-25-000603 filed by OKABENA INVESTMENT SERVICES INC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 12,214 shares

   Change vs previous 13F not available

   0.25% of the 13F portfolio, value $1,114,405.

   13F-HR 0000897101-25-000466 filed by OKABENA INVESTMENT SERVICES INC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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