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RITHOLTZ WEALTH MANAGEMENT: SCHW position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 29,058 SCHW shares at 2026-06-30 per its 13F-HR/A filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 29,058 shares
    Change vs previous 13F -599 shares

    0.04% of the 13F portfolio, value $2,681,162.

    13F-HR/A 0001698218-26-000006 filed by RITHOLTZ WEALTH MANAGEMENT
    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 29,657 shares
    Change vs previous 13F -61 shares

    0.05% of the 13F portfolio, value $2,787,182.

    13F-HR 0001698218-26-000003 filed by RITHOLTZ WEALTH MANAGEMENT
    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 29,718 shares
    Change vs previous 13F +3,420 shares

    0.05% of the 13F portfolio, value $2,969,079.

    13F-HR 0001698218-26-000001 filed by RITHOLTZ WEALTH MANAGEMENT
    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 26,298 shares
    Change vs previous 13F +2,227 shares

    0.05% of the 13F portfolio, value $2,510,692.

    13F-HR 0001698218-25-000004 filed by RITHOLTZ WEALTH MANAGEMENT
    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 24,071 shares
    Change vs previous 13F +3,409 shares

    0.05% of the 13F portfolio, value $2,196,239.

    13F-HR 0001085146-25-004188 filed by RITHOLTZ WEALTH MANAGEMENT
    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 20,662 shares
    Change vs previous 13F +3,089 shares

    0.05% of the 13F portfolio, value $1,617,445.

    13F-HR 0001085146-25-002136 filed by RITHOLTZ WEALTH MANAGEMENT
    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 17,573 shares
    Change vs previous 13F +1,429 shares

    0.04% of the 13F portfolio, value $1,300,615.

    13F-HR 0001085146-25-000201 filed by RITHOLTZ WEALTH MANAGEMENT
    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 16,144 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,046,315.

    13F-HR 0001085146-24-004785 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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