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Disclosery

Snowden Capital Advisors LLC: SCHW position timeline

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

Snowden Capital Advisors LLC held 144,587 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 144,587 shares
    Change vs previous 13F -2,907 shares

    0.32% of the 13F portfolio, value $13,341,045.

    13F-HR 0001172661-26-003380 filed by Snowden Capital 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 ended2026-03-31
    13F 147,494 shares
    Change vs previous 13F -8,380 shares

    0.37% of the 13F portfolio, value $13,861,459.

    13F-HR 0001172661-26-002018 filed by Snowden Capital 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 ended2025-12-31
    13F 155,874 shares
    Change vs previous 13F +1,267 shares

    0.4% of the 13F portfolio, value $15,573,404.

    13F-HR 0001172661-26-000888 filed by Snowden Capital 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 ended2025-09-30
    13F 154,607 shares
    Change vs previous 13F +35 shares

    0.4% of the 13F portfolio, value $14,760,349.

    13F-HR 0001172661-25-005003 filed by Snowden Capital 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 ended2025-06-30
    13F 154,572 shares
    Change vs previous 13F -956 shares

    0.42% of the 13F portfolio, value $14,103,164.

    13F-HR 0001172661-25-003419 filed by Snowden Capital 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 ended2025-03-31
    13F 155,528 shares
    Change vs previous 13F +4,168 shares

    0.39% of the 13F portfolio, value $12,174,713.

    13F-HR 0001172661-25-001894 filed by Snowden Capital 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 ended2024-12-31
    13F 151,360 shares
    Change vs previous 13F +3,132 shares

    0.35% of the 13F portfolio, value $11,202,152.

    13F-HR 0001172661-25-000945 filed by Snowden Capital 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 ended2024-09-30
    13F 148,228 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $9,606,630.

    13F-HR 0001172661-24-005281 filed by Snowden Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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