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Meeder Advisory Services, Inc.: SCHW position timeline

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

Meeder Advisory Services, Inc. held 33,733 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 33,733 shares
    Change vs previous 13F -579 shares

    0.07% of the 13F portfolio, value $3,112,552.

    13F-HR 0001398344-26-013841 filed by Meeder Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • MEEDER ASSET MANAGEMENT INC: 325 shares
    • Meeder Advisory Services, Inc.: 33,408 shares

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

  2. period ended2026-03-31
    13F 34,312 shares
    Change vs previous 13F +1,723 shares

    0.08% of the 13F portfolio, value $3,224,617.

    13F-HR 0001398344-26-008708 filed by Meeder Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • MEEDER ASSET MANAGEMENT INC: 277 shares
    • Meeder Advisory Services, Inc.: 34,035 shares

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

  3. period ended2025-12-31
    13F 32,589 shares
    Change vs previous 13F +2,020 shares

    0.08% of the 13F portfolio, value $3,255,942.

    13F-HR 0001398344-26-002770 filed by Meeder Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • MEEDER ASSET MANAGEMENT INC: 365 shares
    • Meeder Advisory Services, Inc.: 32,224 shares

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

  4. period ended2025-09-30
    13F 30,569 shares
    Change vs previous 13F +2,236 shares

    0.07% of the 13F portfolio, value $2,918,393.

    13F-HR 0001398344-25-019768 filed by Meeder Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • MEEDER ASSET MANAGEMENT INC: 370 shares
    • Meeder Advisory Services, Inc.: 30,199 shares

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

  5. period ended2025-06-30
    13F 28,333 shares
    Change vs previous 13F +4,171 shares

    0.07% of the 13F portfolio, value $2,585,061.

    13F-HR 0001398344-25-014712 filed by Meeder Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • MEEDER ASSET MANAGEMENT INC: 1,052 shares
    • Meeder Advisory Services, Inc.: 27,281 shares

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

  6. period ended2025-03-31
    13F 24,162 shares
    Change vs previous 13F +2,535 shares

    0.06% of the 13F portfolio, value $1,891,439.

    13F-HR 0001398344-25-008926 filed by Meeder Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • MEEDER ASSET MANAGEMENT INC: 925 shares
    • Meeder Advisory Services, Inc.: 23,237 shares

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

  7. period ended2024-12-31
    13F 21,627 shares
    Change vs previous 13F +17 shares

    0.05% of the 13F portfolio, value $1,600,647.

    13F-HR 0001398344-25-002539 filed by Meeder Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • MEEDER ASSET MANAGEMENT INC: 388 shares
    • Meeder Advisory Services, Inc.: 21,239 shares

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

  8. period ended2024-09-30
    13F 21,610 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,400,573.

    13F-HR 0001398344-24-020228 filed by Meeder Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • MEEDER ASSET MANAGEMENT INC: 410 shares
    • Meeder Advisory Services, Inc.: 21,200 shares

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