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Disclosery

Spectrum Financial Alliance Ltd LLC: SCHW position timeline

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

Spectrum Financial Alliance Ltd LLC held 79,758 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,758 shares
    Change vs previous 13F -2,661 shares

    1.08% of the 13F portfolio, value $7,359,288.

    13F-HR 0001214659-26-008813 filed by Spectrum Financial Alliance Ltd 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 82,419 shares
    Change vs previous 13F -1,764 shares

    1.49% of the 13F portfolio, value $7,745,755.

    13F-HR 0001214659-26-005384 filed by Spectrum Financial Alliance Ltd 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 84,183 shares
    Change vs previous 13F -3,825 shares

    1.66% of the 13F portfolio, value $8,410,772.

    13F-HR 0001214659-26-001013 filed by Spectrum Financial Alliance Ltd 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 88,008 shares
    Change vs previous 13F -3,327 shares

    2.06% of the 13F portfolio, value $8,402,114.

    13F-HR 0001214659-25-016597 filed by Spectrum Financial Alliance Ltd 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 91,335 shares
    Change vs previous 13F -3,844 shares

    2.4% of the 13F portfolio, value $8,917,042.

    13F-HR 0001214659-25-012281 filed by Spectrum Financial Alliance Ltd 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 95,179 shares
    Change vs previous 13F -7,197 shares

    2.42% of the 13F portfolio, value $7,450,635.

    13F-HR 0001214659-25-007053 filed by Spectrum Financial Alliance Ltd 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 102,376 shares
    Change vs previous 13F -4,779 shares

    2.63% of the 13F portfolio, value $7,576,856.

    13F-HR 0001214659-25-001852 filed by Spectrum Financial Alliance Ltd 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 107,155 shares
    Change vs previous 13F not available

    2.49% of the 13F portfolio, value $6,944,706.

    13F-HR 0001214659-24-017693 filed by Spectrum Financial Alliance Ltd LLC
    Filed (acceptance time not in the bulk data set), ingested

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