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Private Advisor Group, LLC: SCHW position timeline

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

Private Advisor Group, LLC held 62,141 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 62,141 shares
    Change vs previous 13F -42,892 shares

    0.03% of the 13F portfolio, value $5,733,777.

    13F-HR 0001567755-26-000003 filed by Private Advisor Group, 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 105,033 shares
    Change vs previous 13F +4,017 shares

    0.05% of the 13F portfolio, value $9,871,026.

    13F-HR 0001567755-26-000002 filed by Private Advisor Group, 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 101,016 shares
    Change vs previous 13F +2,736 shares

    0.05% of the 13F portfolio, value $10,092,512.

    13F-HR 0001567755-26-000001 filed by Private Advisor Group, 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 98,280 shares
    Change vs previous 13F -2,538 shares

    0.05% of the 13F portfolio, value $9,382,799.

    13F-HR 0001567755-25-000002 filed by Private Advisor Group, 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 100,818 shares
    Change vs previous 13F -877 shares

    0.05% of the 13F portfolio, value $9,198,543.

    13F-HR 0001085146-25-004775 filed by Private Advisor Group, 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 101,695 shares
    Change vs previous 13F +3,536 shares

    0.05% of the 13F portfolio, value $7,960,681.

    13F-HR 0001085146-25-002584 filed by Private Advisor Group, 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 98,159 shares
    Change vs previous 13F +4,317 shares

    0.04% of the 13F portfolio, value $7,264,751.

    13F-HR 0001085146-25-000667 filed by Private Advisor Group, 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 93,842 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $6,081,825.

    13F-HR 0001085146-24-005050 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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