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Traynor Capital Management, Inc.: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Traynor Capital Management, Inc. on SCHW, newest first. How the timeline and the estimate are built.

Traynor Capital Management, Inc. held 5,631 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,631 shares
    Change vs previous 13F -80 shares

    0.02% of the 13F portfolio, value $519,597.

    13F-HR 0001172661-26-002733 filed by Traynor Capital Management, Inc.
    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 5,711 shares
    Change vs previous 13F +13 shares

    0.03% of the 13F portfolio, value $531,484.

    13F-HR 0001172661-26-001988 filed by Traynor Capital Management, Inc.
    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 5,698 shares
    Change vs previous 13F -1,070 shares

    0.03% of the 13F portfolio, value $569,275.

    13F-HR 0001172661-26-000159 filed by Traynor Capital Management, Inc.
    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 6,768 shares
    Change vs previous 13F -347 shares

    0.04% of the 13F portfolio, value $646,113.

    13F-HR 0001172661-25-004543 filed by Traynor Capital Management, Inc.
    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 7,115 shares
    Change vs previous 13F +95 shares

    0.05% of the 13F portfolio, value $648,641.

    13F-HR 0001172661-25-002929 filed by Traynor Capital Management, Inc.
    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 7,020 shares
    Change vs previous 13F -283 shares

    0.05% of the 13F portfolio, value $549,487.

    13F-HR 0001172661-25-001664 filed by Traynor Capital Management, Inc.
    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 7,303 shares
    Change vs previous 13F +36 shares

    0.04% of the 13F portfolio, value $540,524.

    13F-HR 0001172661-25-000247 filed by Traynor Capital Management, Inc.
    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 7,267 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $470,993.

    13F-HR 0001172661-24-004359 filed by Traynor Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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