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Schechter Investment Advisors, LLC: SCHW position timeline

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

Schechter Investment Advisors, LLC held 18,739 SCHW shares at 2025-03-31 per its 13F-HR filed 2025-05-01.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 18,739 shares
    Change vs previous 13F +5,125 shares

    0.12% of the 13F portfolio, value $1,466,909.

    13F-HR 0001951586-25-000003 filed by Schechter Investment 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 ended2024-12-31
    13F 13,614 shares
    Change vs previous 13F +1,058 shares

    0.08% of the 13F portfolio, value $1,007,577.

    13F-HR 0001951586-25-000001 filed by Schechter Investment 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 ended2024-09-30
    13F 12,556 shares
    Change vs previous 13F -5,582 shares

    0.06% of the 13F portfolio, value $813,751.

    13F-HR 0001951586-24-000004 filed by Schechter Investment 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 ended2024-06-30
    13F 18,138 shares
    Change vs previous 13F +203 shares

    0.1% of the 13F portfolio, value $1,336,586.

    13F-HR 0001951586-24-000003 filed by Schechter Investment 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 ended2024-03-31
    13F 17,935 shares
    Change vs previous 13F +6,285 shares

    0.1% of the 13F portfolio, value $1,297,415.

    13F-HR 0001951586-24-000002 filed by Schechter Investment 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 ended2023-12-31
    13F 11,650 shares
    Change vs previous 13F +5,181 shares

    0.07% of the 13F portfolio, value $801,517.

    13F-HR 0001951586-24-000001 filed by Schechter Investment 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 ended2023-09-30
    13F 6,469 shares
    Change vs previous 13F +331 shares

    0.03% of the 13F portfolio, value $355,145.

    13F-HR 0001951586-23-000007 filed by Schechter Investment 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 ended2023-06-30
    13F/A 6,138 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $347,899.

    13F-HR/A 0001951586-23-000005 filed by Schechter Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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