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SGL Investment Advisors, Inc.: SCHW position timeline

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

SGL Investment Advisors, Inc. held 40,332 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 40,332 shares
    Change vs previous 13F +968 shares

    1.5% of the 13F portfolio, value $4,355,453.

    13F-HR 0002043186-26-000003 filed by SGL Investment Advisors, Inc.
    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 39,364 shares
    Change vs previous 13F -774 shares

    1.3% of the 13F portfolio, value $3,457,340.

    13F-HR 0002043186-26-000002 filed by SGL Investment Advisors, Inc.
    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 40,138 shares
    Change vs previous 13F +677 shares

    1.64% of the 13F portfolio, value $4,094,076.

    13F-HR 0002043186-26-000001 filed by SGL Investment Advisors, Inc.
    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 39,461 shares
    Change vs previous 13F +745 shares

    1.53% of the 13F portfolio, value $3,675,792.

    13F-HR 0002043186-25-000006 filed by SGL Investment Advisors, Inc.
    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 38,716 shares
    Change vs previous 13F -489 shares

    1.69% of the 13F portfolio, value $3,559,936.

    13F-HR 0002043186-25-000004 filed by SGL Investment Advisors, Inc.
    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 39,205 shares
    Change vs previous 13F +525 shares

    1.71% of the 13F portfolio, value $3,307,726.

    13F-HR 0002043186-25-000003 filed by SGL Investment Advisors, Inc.
    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 38,680 shares
    Change vs previous 13F +641 shares

    1.6% of the 13F portfolio, value $3,182,590.

    13F-HR 0002043186-25-000002 filed by SGL Investment Advisors, Inc.
    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 38,039 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $3,050,347.

    13F-HR 0002043186-24-000004 filed by SGL Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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