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TOTH FINANCIAL ADVISORY CORP: SCHW position timeline

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

TOTH FINANCIAL ADVISORY CORP held 1,767 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 1,767 shares
    Change vs previous 13F +47 shares

    0.02% of the 13F portfolio, value $172,707.

    13F-HR 0000866780-26-000004 filed by TOTH FINANCIAL ADVISORY CORP
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,720 shares
    Change vs previous 13F -14,307 shares

    0.02% of the 13F portfolio, value $158,705.

    13F-HR 0000866780-26-000003 filed by TOTH FINANCIAL ADVISORY CORP
    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 16,027 shares
    Change vs previous 13F +250 shares

    0.17% of the 13F portfolio, value $1,506,218.

    13F-HR 0000866780-26-000002 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 15,777 shares
    Change vs previous 13F +1,234 shares

    0.17% of the 13F portfolio, value $1,576,281.

    13F-HR 0000866780-26-000001 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 14,543 shares
    Change vs previous 13F +9,048 shares

    0.15% of the 13F portfolio, value $1,388,421.

    13F-HR 0000866780-25-000005 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 5,495 shares
    Change vs previous 13F +4,625 shares

    0.06% of the 13F portfolio, value $501,364.

    13F-HR 0000866780-25-000003 filed by TOTH FINANCIAL ADVISORY CORP
    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 870 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $68,104.

    13F-HR 0000866780-25-000002 filed by TOTH FINANCIAL ADVISORY CORP
    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 870 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $64,389.

    13F-HR 0000866780-25-000001 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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