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Victrix Investment Advisors: SCHW position timeline

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

Victrix Investment Advisors held 49,465 SCHW shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 49,465 shares
    Change vs previous 13F +1,395 shares

    1.97% of the 13F portfolio, value $4,834,714.

    13F-HR 0002085853-26-001152 filed by Victrix Investment Advisors
    Accepted , ingested

  2. period ended2026-06-30
    13F 48,070 shares
    Change vs previous 13F +2,807 shares

    1.86% of the 13F portfolio, value $4,435,423.

    13F-HR 0002085853-26-000656 filed by Victrix Investment Advisors
    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 45,263 shares
    Change vs previous 13F +1,855 shares

    1.54% of the 13F portfolio, value $4,253,861.

    13F-HR 0002085853-26-000311 filed by Victrix Investment Advisors
    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 43,408 shares
    Change vs previous 13F -430 shares

    1.68% of the 13F portfolio, value $4,336,936.

    13F-HR 0002085853-26-000241 filed by Victrix Investment Advisors
    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 43,838 shares
    Change vs previous 13F +902 shares

    2.29% of the 13F portfolio, value $4,185,254.

    13F-HR 0002085853-25-000224 filed by Victrix Investment Advisors
    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 42,936 shares
    Change vs previous 13F -312 shares

    1.73% of the 13F portfolio, value $3,917,516.

    13F-HR 0001667731-25-000875 filed by Victrix Investment Advisors
    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 43,248 shares
    Change vs previous 13F -641 shares

    1.7% of the 13F portfolio, value $3,238,549.

    13F-HR 0001667731-25-000511 filed by Victrix Investment Advisors
    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 43,889 shares
    Change vs previous 13F not available

    2.34% of the 13F portfolio, value $3,248,247.

    13F-HR 0001667731-25-000269 filed by Victrix Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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