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Disclosery

One Wealth Map LLC: SCHW position timeline

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

One Wealth Map LLC held 10,991 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,991 shares
    Change vs previous 13F -68 shares

    0.54% of the 13F portfolio, value $1,148,184.

    13F-HR 0001802635-26-000003 filed by One Wealth Map 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 11,059 shares
    Change vs previous 13F -683 shares

    0.49% of the 13F portfolio, value $1,012,359.

    13F-HR 0001802635-26-000002 filed by One Wealth Map 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 11,742 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $1,234,924.

    13F-HR 0001802635-26-000001 filed by One Wealth Map 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 11,742 shares
    Change vs previous 13F +206 shares

    0.6% of the 13F portfolio, value $1,122,346.

    13F-HR 0001802635-25-000007 filed by One Wealth Map 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 11,536 shares
    Change vs previous 13F +299 shares

    0.61% of the 13F portfolio, value $1,110,379.

    13F-HR 0001802635-25-000003 filed by One Wealth Map 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 11,237 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $842,213.

    13F-HR 0001802635-25-000002 filed by One Wealth Map 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 11,237 shares
    Change vs previous 13F -999 shares

    0.55% of the 13F portfolio, value $903,904.

    13F-HR 0001802635-25-000001 filed by One Wealth Map 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 12,236 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $880,503.

    13F-HR 0001802635-24-000004 filed by One Wealth Map LLC
    Filed (acceptance time not in the bulk data set), ingested

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