Source Financial Advisors LLC: SCHW position timeline

Source Financial Advisors LLC held 3,612 SCHW shares at 2024-09-30 per its 13F-HR filed 2024-11-01.

the latest 13F is the newest step

1. period ended2024-09-30

   13F 3,612 shares

   Change vs previous 13F +20 shares

   0.07% of the 13F portfolio, value $234,065.

   13F-HR 0001830954-24-000006 filed by Source Financial Advisors LLC
   Filed 2024-11-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

2. period ended2024-06-30

   13F 3,592 shares

   Change vs previous 13F +5 shares

   0.08% of the 13F portfolio, value $264,708.

   13F-HR 0001830954-24-000003 filed by Source Financial Advisors LLC
   Filed 2024-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

3. period ended2024-03-31

   13F 3,587 shares

   Change vs previous 13F +21 shares

   0.08% of the 13F portfolio, value $259,476.

   13F-HR 0001830954-24-000002 filed by Source Financial Advisors LLC
   Filed 2024-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

4. period ended2023-12-31

   13F 3,566 shares

   Change vs previous 13F -125 shares

   0.08% of the 13F portfolio, value $245,308.

   13F-HR 0001830954-24-000001 filed by Source Financial Advisors LLC
   Filed 2024-01-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

5. period ended2023-09-30

   13F 3,691 shares

   Change vs previous 13F +61 shares

   0.07% of the 13F portfolio, value $202,641.

   13F-HR 0001830954-23-000006 filed by Source Financial Advisors LLC
   Filed 2023-10-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

6. period ended2023-06-30

   13F 3,630 shares

   Change vs previous 13F +3,630 shares

   0.07% of the 13F portfolio, value $205,731.

   13F-HR 0001830954-23-000005 filed by Source Financial Advisors LLC
   Filed 2023-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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

7. period ended2023-03-31

   13F 0 shares

   Change vs previous 13F -3,341 shares

   13F-HR 0001830954-23-000004 filed by Source Financial Advisors LLC
   Filed 2023-04-20 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

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

   Exited: the 13F for this period no longer lists the position.

8. period ended2022-12-31

   13F 3,341 shares

   Change vs previous 13F not available

   0.1% of the 13F portfolio, value $278,169.

   13F-HR 0001830954-23-000003 filed by Source Financial Advisors LLC
   Filed 2023-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC

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