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Professional Financial Advisors, LLC: SCHW position timeline

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

Professional Financial Advisors, LLC held 3,092 SCHW shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,092 shares
    Change vs previous 13F -737 shares

    0.05% of the 13F portfolio, value $302,236.

    13F-HR 0001754960-26-000844 filed by Professional Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,829 shares
    Change vs previous 13F -17,962 shares

    0.06% of the 13F portfolio, value $353,315.

    13F-HR 0001754960-26-000450 filed by Professional Financial 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 ended2026-03-31
    13F 21,791 shares
    Change vs previous 13F +279 shares

    0.42% of the 13F portfolio, value $2,047,873.

    13F-HR 0001754960-26-000220 filed by Professional Financial 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 ended2025-12-31
    13F 21,512 shares
    Change vs previous 13F +14 shares

    0.44% of the 13F portfolio, value $2,149,241.

    13F-HR 0001754960-26-000073 filed by Professional Financial 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 ended2025-09-30
    13F 21,498 shares
    Change vs previous 13F +641 shares

    0.43% of the 13F portfolio, value $2,052,421.

    13F-HR 0001754960-25-000715 filed by Professional Financial 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 ended2025-06-30
    13F 20,857 shares
    Change vs previous 13F -84 shares

    0.44% of the 13F portfolio, value $1,902,952.

    13F-HR 0001754960-25-000340 filed by Professional Financial 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 ended2025-03-31
    13F 20,941 shares
    Change vs previous 13F +304 shares

    0.42% of the 13F portfolio, value $1,639,234.

    13F-HR 0001754960-25-000235 filed by Professional Financial 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 ended2024-12-31
    13F 20,637 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,527,354.

    13F-HR 0001754960-25-000009 filed by Professional Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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