Skip to content
Disclosery

SIGNATUREFD, LLC: SCHW position timeline

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

SIGNATUREFD, LLC held 31,293 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,293 shares
    Change vs previous 13F -1,321 shares

    0.04% of the 13F portfolio, value $2,887,381.

    13F-HR 0001456048-26-000004 filed by SIGNATUREFD, 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 32,614 shares
    Change vs previous 13F +1,727 shares

    0.05% of the 13F portfolio, value $3,065,093.

    13F-HR 0001456048-26-000003 filed by SIGNATUREFD, 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 30,887 shares
    Change vs previous 13F +1,013 shares

    0.05% of the 13F portfolio, value $3,085,920.

    13F-HR 0001456048-26-000001 filed by SIGNATUREFD, 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 29,874 shares
    Change vs previous 13F +900 shares

    0.04% of the 13F portfolio, value $2,852,116.

    13F-HR 0001456048-25-000009 filed by SIGNATUREFD, 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 28,974 shares
    Change vs previous 13F +1,177 shares

    0.05% of the 13F portfolio, value $2,643,631.

    13F-HR 0001456048-25-000006 filed by SIGNATUREFD, 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 27,797 shares
    Change vs previous 13F +2,387 shares

    0.04% of the 13F portfolio, value $2,175,934.

    13F-HR 0001456048-25-000003 filed by SIGNATUREFD, 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 25,410 shares
    Change vs previous 13F +1,474 shares

    0.04% of the 13F portfolio, value $1,880,570.

    13F-HR 0001456048-25-000001 filed by SIGNATUREFD, 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 23,936 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,551,261.

    13F-HR 0001456048-24-000007 filed by SIGNATUREFD, LLC
    Filed (acceptance time not in the bulk data set), ingested

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