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Sheaff Brock Investment Advisors, LLC: SCHW position timeline

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

Sheaff Brock Investment Advisors, LLC held 7,986 SCHW shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 7,986 shares
    Change vs previous 13F +129 shares

    0.06% of the 13F portfolio, value $625,145.

    13F-HR 0001666789-25-000004 filed by Sheaff Brock 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 7,857 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $581,497.

    13F-HR 0001666789-25-000001 filed by Sheaff Brock 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 7,857 shares
    Change vs previous 13F +460 shares

    0.04% of the 13F portfolio, value $509,213.

    13F-HR 0001666789-24-000007 filed by Sheaff Brock 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 7,397 shares
    Change vs previous 13F -863 shares

    0.05% of the 13F portfolio, value $545,085.

    13F-HR 0001666789-24-000004 filed by Sheaff Brock 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 8,260 shares
    Change vs previous 13F -860 shares

    0.05% of the 13F portfolio, value $597,529.

    13F-HR 0001666789-24-000003 filed by Sheaff Brock 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 9,120 shares
    Change vs previous 13F +29 shares

    0.06% of the 13F portfolio, value $627,456.

    13F-HR 0001666789-24-000001 filed by Sheaff Brock 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 9,091 shares
    Change vs previous 13F +2,000 shares

    0.05% of the 13F portfolio, value $499,096.

    13F-HR 0001666789-23-000004 filed by Sheaff Brock 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 7,091 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $401,918.

    13F-HR 0001666789-23-000003 filed by Sheaff Brock Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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