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Disclosery

Sanctuary Advisors, LLC: SCHW position timeline

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

Sanctuary Advisors, LLC held 194,796 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 194,796 shares
    Change vs previous 13F -6,098 shares

    0.08% of the 13F portfolio, value $17,973,836.

    13F-HR 0001777271-26-000007 filed by Sanctuary Advisors, 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 200,894 shares
    Change vs previous 13F +17,810 shares

    0.1% of the 13F portfolio, value $18,880,024.

    13F-HR 0001777271-26-000006 filed by Sanctuary 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 ended2025-12-31
    13F 183,084 shares
    Change vs previous 13F +5,052 shares

    0.1% of the 13F portfolio, value $18,291,970.

    13F-HR 0001777271-26-000005 filed by Sanctuary 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 ended2025-09-30
    13F/A 178,032 shares
    Change vs previous 13F -32,515 shares

    0.1% of the 13F portfolio, value $16,996,751.

    13F-HR/A 0001777271-26-000004 filed by Sanctuary 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 ended2025-06-30
    13F 210,547 shares
    Change vs previous 13F +11,663 shares

    0.12% of the 13F portfolio, value $19,210,272.

    13F-HR 0001777271-26-000002 filed by Sanctuary 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 ended2025-03-31
    13F 198,884 shares
    Change vs previous 13F +2,012 shares

    0.11% of the 13F portfolio, value $15,568,661.

    13F-HR 0001777271-26-000001 filed by Sanctuary 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 ended2024-12-31
    13F 196,872 shares
    Change vs previous 13F +2,446 shares

    0.1% of the 13F portfolio, value $16,458,475.

    13F-HR 0001777271-25-000001 filed by Sanctuary 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 ended2024-09-30
    13F 194,426 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $15,799,059.

    13F-HR 0001777271-24-000005 filed by Sanctuary Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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