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THOR INVESTMENT MANAGEMENT INC /OH/ /ADV: SCHW position timeline

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

THOR INVESTMENT MANAGEMENT INC /OH/ /ADV held 10,877 SCHW shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,877 shares
    Change vs previous 13F +2 shares

    0.6% of the 13F portfolio, value $1,063,142.

    13F-HR 0002072075-26-000031 filed by THOR INVESTMENT MANAGEMENT INC /OH/ /ADV
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,875 shares
    Change vs previous 13F +38 shares

    0.57% of the 13F portfolio, value $1,003,475.

    13F-HR 0002072075-26-000021 filed by THOR INVESTMENT MANAGEMENT INC /OH/ /ADV
    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 10,837 shares
    Change vs previous 13F +36 shares

    0.54% of the 13F portfolio, value $1,018,505.

    13F-HR 0002072075-26-000017 filed by THOR INVESTMENT MANAGEMENT INC /OH/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 10,801 shares
    Change vs previous 13F +31 shares

    0.62% of the 13F portfolio, value $1,079,173.

    13F-HR 0002072075-26-000016 filed by THOR INVESTMENT MANAGEMENT INC /OH/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 10,770 shares
    Change vs previous 13F +30 shares

    0.62% of the 13F portfolio, value $1,028,242.

    13F-HR 0002072075-26-000015 filed by THOR INVESTMENT MANAGEMENT INC /OH/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 10,740 shares
    Change vs previous 13F +33 shares

    0.67% of the 13F portfolio, value $979,910.

    13F-HR 0002072075-26-000014 filed by THOR INVESTMENT MANAGEMENT INC /OH/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 10,707 shares
    Change vs previous 13F +37 shares

    0.62% of the 13F portfolio, value $838,135.

    13F-HR 0002072075-26-000019 filed by THOR INVESTMENT MANAGEMENT INC /OH/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 10,670 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $789,722.

    13F-HR 0002072075-26-000013 filed by THOR INVESTMENT MANAGEMENT INC /OH/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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