Skip to content
Disclosery

Sterling Investment Advisors, Ltd.: SCHW position timeline

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

Sterling Investment Advisors, Ltd. held 29,271 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,271 shares
    Change vs previous 13F -2,150 shares

    0.45% of the 13F portfolio, value $2,700,835.

    13F-HR 0001701132-26-000004 filed by Sterling Investment Advisors, Ltd.
    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 31,421 shares
    Change vs previous 13F -150 shares

    0.53% of the 13F portfolio, value $2,952,946.

    13F-HR 0001701132-26-000002 filed by Sterling Investment Advisors, Ltd.
    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 31,571 shares
    Change vs previous 13F -650 shares

    0.58% of the 13F portfolio, value $3,154,259.

    13F-HR 0001701132-26-000001 filed by Sterling Investment Advisors, Ltd.
    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 32,221 shares
    Change vs previous 13F -200 shares

    0.6% of the 13F portfolio, value $3,076,139.

    13F-HR 0001701132-25-000010 filed by Sterling Investment Advisors, Ltd.
    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 32,421 shares
    Change vs previous 13F -32 shares

    0.65% of the 13F portfolio, value $2,958,092.

    13F-HR 0001701132-25-000007 filed by Sterling Investment Advisors, Ltd.
    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 32,453 shares
    Change vs previous 13F -1,209 shares

    0.61% of the 13F portfolio, value $2,540,422.

    13F-HR 0001701132-25-000005 filed by Sterling Investment Advisors, Ltd.
    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 33,662 shares
    Change vs previous 13F -2,789 shares

    0.6% of the 13F portfolio, value $2,491,325.

    13F-HR 0001701132-25-000002 filed by Sterling Investment Advisors, Ltd.
    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 36,451 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $2,362,390.

    13F-HR 0001701132-24-000007 filed by Sterling Investment Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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