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Ategra Capital Management, LLC: SCHW position timeline

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

Ategra Capital Management, LLC held 21,574 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 21,574 shares
    Change vs previous 13F +5,345 shares

    1.06% of the 13F portfolio, value $1,990,633.

    13F-HR 0001636587-26-000066 filed by Ategra Capital Management, LLC
    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 16,229 shares
    Change vs previous 13F +11,264 shares

    0.85% of the 13F portfolio, value $1,525,201.

    13F-HR 0001636587-26-000030 filed by Ategra 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 4,965 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $496,053.

    13F-HR 0000919574-26-001136 filed by Ategra Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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