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Parallel Advisors, LLC: SCHW position timeline

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

Parallel Advisors, LLC held 37,553 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,553 shares
    Change vs previous 13F -5,233 shares

    0.05% of the 13F portfolio, value $3,465,028.

    13F-HR 0001690010-26-000005 filed by Parallel Advisors, 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/A 42,786 shares
    Change vs previous 13F +2,304 shares

    0.07% of the 13F portfolio, value $4,021,078.

    13F-HR/A 0001690010-26-000004 filed by Parallel Advisors, 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 40,482 shares
    Change vs previous 13F -810 shares

    0.07% of the 13F portfolio, value $4,044,557.

    13F-HR 0001690010-26-000001 filed by Parallel Advisors, 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 41,292 shares
    Change vs previous 13F +2,582 shares

    0.07% of the 13F portfolio, value $3,942,158.

    13F-HR 0001690010-25-000009 filed by Parallel Advisors, 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 38,710 shares
    Change vs previous 13F -562 shares

    0.07% of the 13F portfolio, value $3,531,873.

    13F-HR 0001690010-25-000005 filed by Parallel Advisors, 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 39,272 shares
    Change vs previous 13F +3,279 shares

    0.07% of the 13F portfolio, value $3,073,927.

    13F-HR 0001690010-25-000004 filed by Parallel Advisors, 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 35,993 shares
    Change vs previous 13F -3,805 shares

    0.06% of the 13F portfolio, value $2,663,902.

    13F-HR 0001690010-25-000002 filed by Parallel Advisors, 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 39,798 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,579,309.

    13F-HR 0001690010-24-000009 filed by Parallel Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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