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Sendero Wealth Management, LLC: SCHW position timeline

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

Sendero Wealth Management, LLC held 84,898 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 84,898 shares
    Change vs previous 13F +17,585 shares

    0.78% of the 13F portfolio, value $7,833,540.

    13F-HR 0001639375-26-000013 filed by Sendero Wealth Management, 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 67,313 shares
    Change vs previous 13F +1,651 shares

    0.7% of the 13F portfolio, value $6,326,076.

    13F-HR 0001639375-26-000008 filed by Sendero Wealth Management, 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 65,662 shares
    Change vs previous 13F -6,638 shares

    0.73% of the 13F portfolio, value $6,560,291.

    13F-HR 0001639375-26-000002 filed by Sendero Wealth Management, 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 72,300 shares
    Change vs previous 13F -17,020 shares

    0.81% of the 13F portfolio, value $6,902,482.

    13F-HR 0001639375-25-000009 filed by Sendero Wealth Management, 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/A 89,320 shares
    Change vs previous 13F -29,465 shares

    1.02% of the 13F portfolio, value $8,149,558.

    13F-HR/A 0001639375-25-000007 filed by Sendero Wealth Management, 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 118,785 shares
    Change vs previous 13F +9,975 shares

    1.29% of the 13F portfolio, value $9,298,491.

    13F-HR 0001639375-25-000003 filed by Sendero Wealth Management, 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 108,810 shares
    Change vs previous 13F -18,202 shares

    1.2% of the 13F portfolio, value $8,053,029.

    13F-HR 0001639375-25-000002 filed by Sendero Wealth Management, 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 127,012 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $8,231,649.

    13F-HR 0001639375-24-000006 filed by Sendero Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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