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Disclosery

Tactive Advisors, LLC: SCHW position timeline

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

Tactive Advisors, LLC held 6,808 SCHW shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,808 shares
    Change vs previous 13F -1,050 shares

    0.16% of the 13F portfolio, value $665,406.

    13F-HR 0002085853-26-001112 filed by Tactive Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,858 shares
    Change vs previous 13F -1,233 shares

    0.18% of the 13F portfolio, value $725,079.

    13F-HR 0002085853-26-000659 filed by Tactive 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 ended2026-03-31
    13F 9,091 shares
    Change vs previous 13F +1,231 shares

    0.24% of the 13F portfolio, value $854,372.

    13F-HR 0002085853-26-000401 filed by Tactive 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 ended2025-12-31
    13F 7,860 shares
    Change vs previous 13F +3,207 shares

    0.23% of the 13F portfolio, value $785,293.

    13F-HR 0002085853-26-000027 filed by Tactive 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 ended2025-09-30
    13F 4,653 shares
    Change vs previous 13F -236 shares

    0.13% of the 13F portfolio, value $444,222.

    13F-HR 0002085853-25-000088 filed by Tactive 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 ended2025-06-30
    13F 4,889 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $446,072.

    13F-HR 0001667731-25-001146 filed by Tactive Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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