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Quadcap Wealth Management, LLC: SCHW position timeline

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

Quadcap Wealth Management, LLC held 8,822 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 8,822 shares
    Change vs previous 13F +155 shares

    0.08% of the 13F portfolio, value $814,008.

    13F-HR 0001172661-26-002999 filed by Quadcap Wealth Management, 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 8,667 shares
    Change vs previous 13F +45 shares

    0.09% of the 13F portfolio, value $814,527.

    13F-HR 0001172661-26-002244 filed by Quadcap Wealth Management, 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 8,622 shares
    Change vs previous 13F -57 shares

    0.1% of the 13F portfolio, value $861,428.

    13F-HR 0001172661-26-000392 filed by Quadcap Wealth Management, 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 8,679 shares
    Change vs previous 13F +15 shares

    0.1% of the 13F portfolio, value $828,584.

    13F-HR 0001172661-25-005026 filed by Quadcap Wealth Management, 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 8,664 shares
    Change vs previous 13F +136 shares

    0.1% of the 13F portfolio, value $790,503.

    13F-HR 0001172661-25-003087 filed by Quadcap Wealth Management, 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 8,528 shares
    Change vs previous 13F +43 shares

    0.1% of the 13F portfolio, value $667,569.

    13F-HR 0001172661-25-001911 filed by Quadcap Wealth Management, 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 8,485 shares
    Change vs previous 13F -137 shares

    0.09% of the 13F portfolio, value $627,972.

    13F-HR 0001172661-25-001032 filed by Quadcap Wealth Management, 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 8,622 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $558,794.

    13F-HR 0001172661-24-004547 filed by Quadcap Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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