West Coast Financial LLC: SCHW position timeline

West Coast Financial LLC held 0 SCHW shares at 2025-06-30 per its 13F-HR filed 2025-08-14.

the latest 13F is the newest step

1. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -3,149 shares

   13F-HR 0001085146-25-005117 filed by West Coast Financial LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-03-31

   13F 3,149 shares

   Change vs previous 13F +100 shares

   0.03% of the 13F portfolio, value $246,504.

   13F-HR 0001085146-25-002043 filed by West Coast Financial LLC
   Filed 2025-04-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

3. period ended2024-12-31

   13F 3,049 shares

   Change vs previous 13F -186 shares

   0.02% of the 13F portfolio, value $225,656.

   13F-HR 0001085146-25-000186 filed by West Coast Financial LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

4. period ended2024-09-30

   13F 3,235 shares

   Change vs previous 13F 0 shares

   0.02% of the 13F portfolio, value $209,660.

   13F-HR 0001085146-24-004750 filed by West Coast Financial LLC
   Filed 2024-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

5. period ended2024-06-30

   13F 3,235 shares

   Change vs previous 13F -51 shares

   0.03% of the 13F portfolio, value $238,387.

   13F-HR 0001085146-24-003128 filed by West Coast Financial LLC
   Filed 2024-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

6. period ended2024-03-31

   13F 3,286 shares

   Change vs previous 13F +135 shares

   0.03% of the 13F portfolio, value $237,709.

   13F-HR 0001085146-24-001760 filed by West Coast Financial LLC
   Filed 2024-04-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

7. period ended2023-12-31

   13F 3,151 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $216,789.

   13F-HR 0001085146-24-000208 filed by West Coast Financial LLC
   Filed 2024-01-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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