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Disclosery

SYM FINANCIAL Corp: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SYM FINANCIAL Corp on SCHW, newest first. How the timeline and the estimate are built.

SYM FINANCIAL Corp held 3,693 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,693 shares
    Change vs previous 13F +45 shares

    0.03% of the 13F portfolio, value $340,753.

    13F-HR 0001398344-26-013478 filed by SYM FINANCIAL Corp
    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 3,648 shares
    Change vs previous 13F +301 shares

    0.03% of the 13F portfolio, value $342,839.

    13F-HR 0001398344-26-008744 filed by SYM FINANCIAL Corp
    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 3,347 shares
    Change vs previous 13F -9 shares

    0.03% of the 13F portfolio, value $334,399.

    13F-HR 0001398344-26-003003 filed by SYM FINANCIAL Corp
    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 3,356 shares
    Change vs previous 13F +54 shares

    0.03% of the 13F portfolio, value $320,397.

    13F-HR 0001398344-25-020214 filed by SYM FINANCIAL Corp
    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 3,302 shares
    Change vs previous 13F +416 shares

    0.03% of the 13F portfolio, value $301,274.

    13F-HR 0001398344-25-014302 filed by SYM FINANCIAL Corp
    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 2,886 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $225,916.

    13F-HR 0001398344-25-008756 filed by SYM FINANCIAL Corp
    Filed (acceptance time not in the bulk data set), ingested

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