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Disclosery

Wedmont Private Capital: SCHW position timeline

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

Wedmont Private Capital held 25,429 SCHW shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 25,429 shares
    Change vs previous 13F +6,684 shares

    0.06% of the 13F portfolio, value $2,463,270.

    13F-HR 0001904274-26-000006 filed by Wedmont Private Capital
    Accepted , ingested

  2. period ended2026-06-30
    13F 18,745 shares
    Change vs previous 13F -160 shares

    0.05% of the 13F portfolio, value $1,932,939.

    13F-HR 0001904274-26-000005 filed by Wedmont Private Capital
    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 18,905 shares
    Change vs previous 13F +835 shares

    0.06% of the 13F portfolio, value $1,828,103.

    13F-HR 0001904274-26-000004 filed by Wedmont Private Capital
    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 18,070 shares
    Change vs previous 13F +474 shares

    0.06% of the 13F portfolio, value $1,841,844.

    13F-HR 0001904274-26-000002 filed by Wedmont Private Capital
    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 17,596 shares
    Change vs previous 13F +648 shares

    0.06% of the 13F portfolio, value $1,654,164.

    13F-HR 0001904274-25-000007 filed by Wedmont Private Capital
    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 16,948 shares
    Change vs previous 13F +641 shares

    0.07% of the 13F portfolio, value $1,564,671.

    13F-HR 0001904274-25-000005 filed by Wedmont Private Capital
    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 16,307 shares
    Change vs previous 13F +1,739 shares

    0.06% of the 13F portfolio, value $1,254,951.

    13F-HR 0001904274-25-000004 filed by Wedmont Private Capital
    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 14,568 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,060,105.

    13F-HR 0001904274-25-000001 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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