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USA FINANCIAL FORMULAS: SCHW position timeline

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

USA FINANCIAL FORMULAS held 9 SCHW shares at 2026-03-31 per its 13F-HR filed 2026-04-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 9 shares
    Change vs previous 13F -5,281 shares

    <0.01% of the 13F portfolio, value $846.

    13F-HR 0001633716-26-000005 filed by USA FINANCIAL FORMULAS
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 5,290 shares
    Change vs previous 13F -806 shares

    0.1% of the 13F portfolio, value $528,524.

    13F-HR 0001633716-26-000003 filed by USA FINANCIAL FORMULAS
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 6,096 shares
    Change vs previous 13F -3,768 shares

    0.1% of the 13F portfolio, value $581,985.

    13F-HR 0001633716-25-000006 filed by USA FINANCIAL FORMULAS
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 9,864 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $899,991.

    13F-HR 0001633716-25-000004 filed by USA FINANCIAL FORMULAS
    Filed (acceptance time not in the bulk data set), ingested

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