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Disclosery

WRAPMANAGER INC: SCHW position timeline

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

WRAPMANAGER INC held 3,830 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,830 shares
    Change vs previous 13F -248 shares

    0.11% of the 13F portfolio, value $353,394.

    13F-HR 0001266014-26-000003 filed by WRAPMANAGER INC
    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 4,078 shares
    Change vs previous 13F +43 shares

    0.13% of the 13F portfolio, value $383,250.

    13F-HR 0001266014-26-000002 filed by WRAPMANAGER INC
    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 4,035 shares
    Change vs previous 13F -632 shares

    0.14% of the 13F portfolio, value $403,137.

    13F-HR 0001266014-26-000001 filed by WRAPMANAGER INC
    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 4,667 shares
    Change vs previous 13F -917 shares

    0.14% of the 13F portfolio, value $445,558.

    13F-HR 0001266014-25-000002 filed by WRAPMANAGER INC
    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 5,584 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $509,484.

    13F-HR 0001085146-25-004731 filed by WRAPMANAGER INC
    Filed (acceptance time not in the bulk data set), ingested

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