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World Investment Advisors: SCHW position timeline

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

World Investment Advisors held 192,951 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 192,951 shares
    Change vs previous 13F -316 shares

    0.3% of the 13F portfolio, value $18,131,463.

    13F-HR 0001062993-26-004335 filed by World Investment Advisors
    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 193,267 shares
    Change vs previous 13F +8,314 shares

    0.29% of the 13F portfolio, value $18,163,266.

    13F-HR 0001062993-26-002164 filed by World Investment Advisors
    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/A 184,953 shares
    Change vs previous 13F +11,136 shares

    0.3% of the 13F portfolio, value $18,478,635.

    13F-HR/A 0001062993-26-001415 filed by World Investment Advisors
    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 173,817 shares
    Change vs previous 13F -452 shares

    0.34% of the 13F portfolio, value $16,594,270.

    13F-HR 0001062993-25-016083 filed by World Investment Advisors
    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 174,269 shares
    Change vs previous 13F +11,262 shares

    0.36% of the 13F portfolio, value $15,900,326.

    13F-HR 0001062993-25-013474 filed by World Investment Advisors
    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 163,007 shares
    Change vs previous 13F +11,505 shares

    0.33% of the 13F portfolio, value $12,760,187.

    13F-HR 0001062993-25-008161 filed by World Investment Advisors
    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 151,502 shares
    Change vs previous 13F +9,378 shares

    0.31% of the 13F portfolio, value $11,212,687.

    13F-HR 0001062993-25-002205 filed by World Investment Advisors
    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/A 142,124 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $9,211,059.

    13F-HR/A 0001062993-24-019612 filed by World Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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