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Motley Fool Asset Management LLC: SCHW position timeline

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

Motley Fool Asset Management LLC held 0 SCHW shares at 2025-12-31 per its 13F-HR filed 2026-02-11.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -125,315 shares

    13F-HR 0001104659-26-013232 filed by Motley Fool Asset 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 ended2025-09-30
    13F 125,315 shares
    Change vs previous 13F +31,083 shares

    0.49% of the 13F portfolio, value $11,963,823.

    13F-HR 0001104659-25-112150 filed by Motley Fool Asset 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 ended2025-06-30
    13F 94,232 shares
    Change vs previous 13F +9,872 shares

    0.4% of the 13F portfolio, value $8,597,728.

    13F-HR 0001104659-25-073085 filed by Motley Fool Asset 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 ended2025-03-31
    13F 84,360 shares
    Change vs previous 13F +1,044 shares

    0.37% of the 13F portfolio, value $6,603,701.

    13F-HR 0001104659-25-047275 filed by Motley Fool Asset 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 ended2024-12-31
    13F 83,316 shares
    Change vs previous 13F +9,700 shares

    0.32% of the 13F portfolio, value $6,166,217.

    13F-HR 0001104659-25-012265 filed by Motley Fool Asset 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 ended2024-09-30
    13F 73,616 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $4,704,799.

    13F-HR 0001104659-24-118682 filed by Motley Fool Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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