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Disclosery

TFG Advisers LLC: SCHW position timeline

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

TFG Advisers LLC held 4,569 SCHW shares at 2025-06-30 per its 13F-HR filed 2025-07-21.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 4,569 shares
    Change vs previous 13F +324 shares

    0.14% of the 13F portfolio, value $416,894.

    13F-HR 0001172661-25-002655 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 4,245 shares
    Change vs previous 13F +7 shares

    0.12% of the 13F portfolio, value $332,291.

    13F-HR 0001172661-25-002152 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 4,238 shares
    Change vs previous 13F -105 shares

    0.11% of the 13F portfolio, value $313,675.

    13F-HR 0001172661-25-000380 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 4,343 shares
    Change vs previous 13F +133 shares

    0.1% of the 13F portfolio, value $281,500.

    13F-HR 0001172661-24-004324 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 4,210 shares
    Change vs previous 13F +718 shares

    0.12% of the 13F portfolio, value $310,225.

    13F-HR 0001172661-24-002908 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 3,492 shares
    Change vs previous 13F +324 shares

    0.1% of the 13F portfolio, value $252,582.

    13F-HR 0001172661-24-002012 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 3,168 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $217,954.

    13F-HR 0001172661-24-000780 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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