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Disclosery

Westend Capital Management, LLC: SCHW position timeline

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

Westend Capital Management, LLC held 0 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 0 shares
    Change vs previous 13F -120,330 shares

    13F-HR 0001331997-26-000003 filed by Westend Capital Management, LLC
    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 120,330 shares
    Change vs previous 13F +2,661 shares

    3.39% of the 13F portfolio, value $11,308,613.

    13F-HR 0001331997-26-000002 filed by Westend Capital Management, 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 117,669 shares
    Change vs previous 13F +1,188 shares

    3.29% of the 13F portfolio, value $11,756,310.

    13F-HR 0001331997-26-000001 filed by Westend Capital Management, 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 116,481 shares
    Change vs previous 13F +1,997 shares

    3.24% of the 13F portfolio, value $11,120,441.

    13F-HR 0001331997-25-000006 filed by Westend Capital Management, 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 114,484 shares
    Change vs previous 13F +114,484 shares

    3.22% of the 13F portfolio, value $10,445,520.

    13F-HR 0001331997-25-000003 filed by Westend Capital Management, 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 0 shares
    Change vs previous 13F -45 shares

    13F-HR 0001331997-25-000002 filed by Westend Capital Management, LLC
    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.

  7. period ended2024-12-31
    13F 45 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $3,330.

    13F-HR 0001331997-25-000001 filed by Westend Capital Management, 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 45 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,916.

    13F-HR 0001331997-24-000006 filed by Westend Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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