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Disclosery

Trajan Wealth LLC: SCHW position timeline

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

Trajan Wealth LLC held 166,044 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 166,044 shares
    Change vs previous 13F +15,581 shares

    0.58% of the 13F portfolio, value $15,320,849.

    13F-HR 0001934415-26-000005 filed by Trajan Wealth LLC
    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 150,463 shares
    Change vs previous 13F +22,359 shares

    0.57% of the 13F portfolio, value $14,140,474.

    13F-HR 0001934415-26-000004 filed by Trajan Wealth LLC
    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 128,104 shares
    Change vs previous 13F +16,431 shares

    0.53% of the 13F portfolio, value $12,798,899.

    13F-HR 0001934415-26-000001 filed by Trajan Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 111,673 shares
    Change vs previous 13F +25,358 shares

    0.46% of the 13F portfolio, value $10,661,379.

    13F-HR 0001934415-25-000005 filed by Trajan Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 86,315 shares
    Change vs previous 13F +13,761 shares

    0.39% of the 13F portfolio, value $7,875,366.

    13F-HR 0001934415-25-000004 filed by Trajan Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 72,554 shares
    Change vs previous 13F +7,809 shares

    0.31% of the 13F portfolio, value $5,679,557.

    13F-HR 0001085146-25-002998 filed by Trajan Wealth LLC
    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 64,745 shares
    Change vs previous 13F +6,497 shares

    0.27% of the 13F portfolio, value $4,791,766.

    13F-HR 0001934415-25-000002 filed by Trajan Wealth LLC
    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 58,248 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $3,775,060.

    13F-HR 0001934415-24-000006 filed by Trajan Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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