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TrueWealth Advisors, LLC: SCHW position timeline

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

TrueWealth Advisors, LLC held 3,165 SCHW shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,165 shares
    Change vs previous 13F -250 shares

    0.07% of the 13F portfolio, value $309,347.

    13F-HR 0002085853-26-001125 filed by TrueWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,415 shares
    Change vs previous 13F -4 shares

    0.07% of the 13F portfolio, value $315,102.

    13F-HR 0002085853-26-000650 filed by TrueWealth Advisors, LLC
    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 3,419 shares
    Change vs previous 13F +112 shares

    0.08% of the 13F portfolio, value $321,318.

    13F-HR 0002085853-26-000303 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,307 shares
    Change vs previous 13F +41 shares

    0.09% of the 13F portfolio, value $330,402.

    13F-HR 0002085853-26-000015 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,266 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $311,805.

    13F-HR 0002085853-25-000096 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,266 shares
    Change vs previous 13F -25 shares

    0.09% of the 13F portfolio, value $297,990.

    13F-HR 0001817714-25-000004 filed by TrueWealth Advisors, LLC
    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 3,291 shares
    Change vs previous 13F -59 shares

    0.08% of the 13F portfolio, value $257,619.

    13F-HR 0001817714-25-000003 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,350 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $247,934.

    13F-HR 0001817714-25-000002 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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