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WESTCO ADVISORY SERVICES INC /ADV: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WESTCO ADVISORY SERVICES INC /ADV on SCHW, newest first. How the timeline and the estimate are built.

WESTCO ADVISORY SERVICES INC /ADV held 0 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -2,296 shares

    13F-HR 0002085853-26-000889 filed by WESTCO ADVISORY SERVICES INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

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

  2. period ended2026-03-31
    13F 2,296 shares
    Change vs previous 13F -114 shares

    0.14% of the 13F portfolio, value $215,778.

    13F-HR 0002085853-26-000578 filed by WESTCO ADVISORY SERVICES INC /ADV
    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 2,410 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $240,783.

    13F-HR 0002085853-26-000588 filed by WESTCO ADVISORY SERVICES INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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