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Roundview Capital LLC: SCHW position timeline

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

Roundview Capital LLC held 27,397 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,397 shares
    Change vs previous 13F -12,505 shares

    0.14% of the 13F portfolio, value $2,527,922.

    13F-HR 0001476804-26-000010 filed by Roundview Capital 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 39,902 shares
    Change vs previous 13F +8,359 shares

    0.23% of the 13F portfolio, value $3,749,954.

    13F-HR 0001476804-26-000005 filed by Roundview Capital 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 31,543 shares
    Change vs previous 13F -3,371 shares

    0.19% of the 13F portfolio, value $3,151,502.

    13F-HR 0001476804-26-000003 filed by Roundview Capital 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 34,914 shares
    Change vs previous 13F -69 shares

    0.21% of the 13F portfolio, value $3,333,193.

    13F-HR 0001476804-25-000013 filed by Roundview Capital 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 34,983 shares
    Change vs previous 13F -63,321 shares

    0.21% of the 13F portfolio, value $3,191,816.

    13F-HR 0001476804-25-000010 filed by Roundview Capital 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 98,304 shares
    Change vs previous 13F -1,788 shares

    0.56% of the 13F portfolio, value $7,695,256.

    13F-HR 0001476804-25-000004 filed by Roundview Capital 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 100,092 shares
    Change vs previous 13F +911 shares

    0.52% of the 13F portfolio, value $7,407,827.

    13F-HR 0001476804-25-000002 filed by Roundview Capital 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 99,181 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $6,427,936.

    13F-HR 0001476804-24-000013 filed by Roundview Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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