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Sand Hill Global Advisors, LLC: SCHW position timeline

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

Sand Hill Global Advisors, LLC held 6,045 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,045 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $557,772.

    13F-HR 0001580642-26-005119 filed by Sand Hill Global 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 6,045 shares
    Change vs previous 13F +192 shares

    0.02% of the 13F portfolio, value $568,109.

    13F-HR 0001580642-26-003176 filed by Sand Hill Global 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 5,853 shares
    Change vs previous 13F +105 shares

    0.02% of the 13F portfolio, value $584,773.

    13F-HR 0001580642-26-001025 filed by Sand Hill Global 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 5,748 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $548,762.

    13F-HR 0001580642-25-007219 filed by Sand Hill Global 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 5,748 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $524,448.

    13F-HR 0001580642-25-005122 filed by Sand Hill Global 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 5,748 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $449,953.

    13F-HR 0001580642-25-003091 filed by Sand Hill Global 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 5,748 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $425,409.

    13F-HR 0001580642-25-000976 filed by Sand Hill Global 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 5,748 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $372,528.

    13F-HR 0001580642-24-006890 filed by Sand Hill Global Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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