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TANDEM CAPITAL MANAGEMENT CORP /ADV: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TANDEM CAPITAL MANAGEMENT CORP /ADV on SCHW, newest first. How the timeline and the estimate are built.

TANDEM CAPITAL MANAGEMENT CORP /ADV held 46,778 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,778 shares
    Change vs previous 13F -270 shares

    1.82% of the 13F portfolio, value $4,316,206.

    13F-HR 0000873759-26-000003 filed by TANDEM CAPITAL MANAGEMENT CORP /ADV
    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 47,048 shares
    Change vs previous 13F -2,214 shares

    2.21% of the 13F portfolio, value $4,421,571.

    13F-HR 0000873759-26-000002 filed by TANDEM CAPITAL MANAGEMENT CORP /ADV
    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 49,262 shares
    Change vs previous 13F -57 shares

    2.24% of the 13F portfolio, value $4,921,766.

    13F-HR 0000873759-26-000001 filed by TANDEM CAPITAL MANAGEMENT CORP /ADV
    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 49,319 shares
    Change vs previous 13F -50 shares

    2.19% of the 13F portfolio, value $4,708,485.

    13F-HR 0000873759-25-000006 filed by TANDEM CAPITAL MANAGEMENT CORP /ADV
    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 49,369 shares
    Change vs previous 13F -182 shares

    2.28% of the 13F portfolio, value $4,504,428.

    13F-HR 0000873759-25-000004 filed by TANDEM CAPITAL MANAGEMENT CORP /ADV
    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 49,551 shares
    Change vs previous 13F 0 shares

    2.17% of the 13F portfolio, value $3,878,852.

    13F-HR 0000873759-25-000002 filed by TANDEM CAPITAL MANAGEMENT CORP /ADV
    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 49,551 shares
    Change vs previous 13F +14 shares

    1.96% of the 13F portfolio, value $3,667,270.

    13F-HR 0000873759-25-000001 filed by TANDEM CAPITAL MANAGEMENT CORP /ADV
    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/A 49,537 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $3,210,493.

    13F-HR/A 0000873759-24-000007 filed by TANDEM CAPITAL MANAGEMENT CORP /ADV
    Filed (acceptance time not in the bulk data set), ingested

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