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Disclosery

Sigma Planning Corp: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sigma Planning Corp on SCHW, newest first. How the timeline and the estimate are built.

Sigma Planning Corp held 8,448 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,448 shares
    Change vs previous 13F -10,073 shares

    0.02% of the 13F portfolio, value $779,496.

    13F-HR 0001420506-26-001464 filed by Sigma Planning Corp
    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 18,521 shares
    Change vs previous 13F +10,501 shares

    0.05% of the 13F portfolio, value $1,740,647.

    13F-HR 0001420506-26-000793 filed by Sigma Planning Corp
    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 8,020 shares
    Change vs previous 13F -3,187 shares

    0.02% of the 13F portfolio, value $801,254.

    13F-HR 0001420506-26-000121 filed by Sigma Planning Corp
    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 11,207 shares
    Change vs previous 13F -2,729 shares

    0.03% of the 13F portfolio, value $1,069,931.

    13F-HR 0001420506-25-003053 filed by Sigma Planning Corp
    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 13,936 shares
    Change vs previous 13F +420 shares

    0.04% of the 13F portfolio, value $1,271,528.

    13F-HR 0001420506-25-001700 filed by Sigma Planning Corp
    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 13,516 shares
    Change vs previous 13F +4,965 shares

    0.03% of the 13F portfolio, value $1,058,009.

    13F-HR 0001420506-25-000852 filed by Sigma Planning Corp
    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 8,551 shares
    Change vs previous 13F +909 shares

    0.02% of the 13F portfolio, value $632,871.

    13F-HR 0001420506-25-000109 filed by Sigma Planning Corp
    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 7,642 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $495,292.

    13F-HR 0001420506-24-002196 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

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