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Disclosery

Variant Private Wealth, LLC: SCHW position timeline

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

Variant Private Wealth, LLC held 10,075 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,075 shares
    Change vs previous 13F +33 shares

    1.05% of the 13F portfolio, value $929,634.

    13F-HR 0002054798-26-000003 filed by Variant Private 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 10,042 shares
    Change vs previous 13F +31 shares

    1.14% of the 13F portfolio, value $943,722.

    13F-HR 0002054798-26-000002 filed by Variant Private 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 10,011 shares
    Change vs previous 13F -74 shares

    1.04% of the 13F portfolio, value $1,000,167.

    13F-HR 0002054798-26-000001 filed by Variant Private 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 10,085 shares
    Change vs previous 13F -121 shares

    0.89% of the 13F portfolio, value $962,858.

    13F-HR 0002054798-25-000006 filed by Variant Private 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 10,206 shares
    Change vs previous 13F -280 shares

    0.97% of the 13F portfolio, value $931,209.

    13F-HR 0002054798-25-000003 filed by Variant Private 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 10,486 shares
    Change vs previous 13F +34 shares

    0.88% of the 13F portfolio, value $820,820.

    13F-HR 0002054798-25-000002 filed by Variant Private 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 10,452 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $773,563.

    13F-HR 0002054798-25-000001 filed by Variant Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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