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Warther Private Wealth, LLC: SCHW position timeline

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

Warther Private Wealth, LLC held 279,565 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 279,565 shares
    Change vs previous 13F +64,362 shares

    5.66% of the 13F portfolio, value $25,795,463.

    13F-HR 0001954551-26-000005 filed by Warther 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 215,203 shares
    Change vs previous 13F +22,676 shares

    4.74% of the 13F portfolio, value $20,224,778.

    13F-HR 0001954551-26-000004 filed by Warther 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 192,527 shares
    Change vs previous 13F -8,879 shares

    4.6% of the 13F portfolio, value $19,235,373.

    13F-HR 0001954551-26-000002 filed by Warther 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 201,406 shares
    Change vs previous 13F -63,713 shares

    4.55% of the 13F portfolio, value $19,228,231.

    13F-HR 0001954551-25-000009 filed by Warther 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 265,119 shares
    Change vs previous 13F -3,941 shares

    6.34% of the 13F portfolio, value $24,189,458.

    13F-HR 0001954551-25-000007 filed by Warther 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 269,060 shares
    Change vs previous 13F +49,030 shares

    7.01% of the 13F portfolio, value $21,062,017.

    13F-HR 0001954551-25-000005 filed by Warther 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 220,030 shares
    Change vs previous 13F +4,010 shares

    5.54% of the 13F portfolio, value $16,284,420.

    13F-HR 0001954551-25-000002 filed by Warther Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 216,020 shares
    Change vs previous 13F not available

    4.94% of the 13F portfolio, value $14,000,256.

    13F-HR 0001954551-24-000008 filed by Warther Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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