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Disclosery

Signature Wealth Management Group: SCHW position timeline

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

Signature Wealth Management Group held 2,892 SCHW shares at 2026-03-31 per its 13F-HR filed 2026-04-01.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 2,892 shares
    Change vs previous 13F -59 shares

    0.1% of the 13F portfolio, value $271,823.

    13F-HR 0001736666-26-000002 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 2,951 shares
    Change vs previous 13F -99 shares

    0.12% of the 13F portfolio, value $294,823.

    13F-HR 0001736666-26-000001 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 3,050 shares
    Change vs previous 13F -12 shares

    0.11% of the 13F portfolio, value $291,229.

    13F-HR 0001736666-25-000006 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 3,062 shares
    Change vs previous 13F -675 shares

    0.11% of the 13F portfolio, value $279,384.

    13F-HR 0001736666-25-000005 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 3,737 shares
    Change vs previous 13F -21,237 shares

    0.11% of the 13F portfolio, value $292,505.

    13F-HR 0001736666-25-000003 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 24,974 shares
    Change vs previous 13F +666 shares

    0.74% of the 13F portfolio, value $1,848,347.

    13F-HR 0001736666-25-000001 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 24,308 shares
    Change vs previous 13F +128 shares

    0.63% of the 13F portfolio, value $1,575,379.

    13F-HR 0001736666-24-000004 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 24,180 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $1,781,832.

    13F-HR 0001736666-24-000003 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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