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Strata Wealth Advisors, LLC: SCHW position timeline

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

Strata Wealth Advisors, LLC held 31,904 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,904 shares
    Change vs previous 13F +73 shares

    0.72% of the 13F portfolio, value $2,943,782.

    13F-HR 0001946237-26-000006 filed by Strata Wealth 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 31,831 shares
    Change vs previous 13F +13 shares

    0.82% of the 13F portfolio, value $2,991,477.

    13F-HR 0001946237-26-000003 filed by Strata Wealth 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 31,818 shares
    Change vs previous 13F +1 shares

    0.88% of the 13F portfolio, value $3,178,936.

    13F-HR 0001946237-26-000002 filed by Strata Wealth 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 31,817 shares
    Change vs previous 13F 0 shares

    0.8% of the 13F portfolio, value $3,037,569.

    13F-HR 0001946237-25-000008 filed by Strata Wealth 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 31,817 shares
    Change vs previous 13F +53 shares

    0.8% of the 13F portfolio, value $2,902,983.

    13F-HR 0001946237-25-000007 filed by Strata Wealth 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 31,764 shares
    Change vs previous 13F -1,077 shares

    0.77% of the 13F portfolio, value $2,486,486.

    13F-HR 0001946237-25-000005 filed by Strata Wealth 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 32,841 shares
    Change vs previous 13F +57 shares

    0.76% of the 13F portfolio, value $2,430,562.

    13F-HR 0001946237-25-000001 filed by Strata Wealth 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 32,784 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $2,124,731.

    13F-HR 0001946237-24-000006 filed by Strata Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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