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Wealthfront Advisers LLC: SCHW position timeline

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

Wealthfront Advisers LLC held 170,462 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 170,462 shares
    Change vs previous 13F -12,281 shares

    0.03% of the 13F portfolio, value $15,728,529.

    13F-HR 0002085853-26-000956 filed by Wealthfront Advisers 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 182,743 shares
    Change vs previous 13F +10,372 shares

    0.04% of the 13F portfolio, value $17,174,187.

    13F-HR 0002085853-26-000564 filed by Wealthfront Advisers 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 172,371 shares
    Change vs previous 13F -11,850 shares

    0.04% of the 13F portfolio, value $17,221,587.

    13F-HR 0002085853-26-000151 filed by Wealthfront Advisers 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 184,221 shares
    Change vs previous 13F +15,973 shares

    0.04% of the 13F portfolio, value $17,587,579.

    13F-HR 0002085853-25-000235 filed by Wealthfront Advisers 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 168,248 shares
    Change vs previous 13F +30,821 shares

    0.04% of the 13F portfolio, value $15,350,948.

    13F-HR 0001667731-25-001032 filed by Wealthfront Advisers 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 137,427 shares
    Change vs previous 13F +31,372 shares

    0.03% of the 13F portfolio, value $10,757,786.

    13F-HR 0001667731-25-000578 filed by Wealthfront Advisers 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/A 106,055 shares
    Change vs previous 13F +14,432 shares

    0.02% of the 13F portfolio, value $7,849,131.

    13F-HR/A 0001667731-25-000354 filed by Wealthfront Advisers 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 91,623 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,938,087.

    13F-HR 0001763921-24-000010 filed by Wealthfront Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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