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Disclosery

Smartleaf Asset Management LLC: SCHW position timeline

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

Smartleaf Asset Management LLC held 23,257 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,257 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $2,105,983.

    13F-HR 0002010393-26-000004 filed by Smartleaf Asset Management 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 23,257 shares
    Change vs previous 13F +2,314 shares

    0.08% of the 13F portfolio, value $2,164,360.

    13F-HR 0002010393-26-000003 filed by Smartleaf Asset Management 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 20,943 shares
    Change vs previous 13F +1,937 shares

    0.08% of the 13F portfolio, value $2,105,889.

    13F-HR 0002010393-26-000001 filed by Smartleaf Asset Management 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 19,006 shares
    Change vs previous 13F +5,414 shares

    0.11% of the 13F portfolio, value $1,841,569.

    13F-HR 0002010393-25-000007 filed by Smartleaf Asset Management 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 13,592 shares
    Change vs previous 13F -2,181 shares

    0.11% of the 13F portfolio, value $1,223,057.

    13F-HR 0002010393-25-000005 filed by Smartleaf Asset Management 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 15,773 shares
    Change vs previous 13F +1,193 shares

    0.12% of the 13F portfolio, value $1,227,366.

    13F-HR 0002010393-25-000004 filed by Smartleaf Asset Management 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 14,580 shares
    Change vs previous 13F +3,228 shares

    0.11% of the 13F portfolio, value $1,077,931.

    13F-HR 0002010393-25-000001 filed by Smartleaf Asset Management 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 11,352 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $731,318.

    13F-HR 0002010393-24-000007 filed by Smartleaf Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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