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OSAIC HOLDINGS, INC.: SCHW position timeline

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

OSAIC HOLDINGS, INC. held 489,877 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 489,877 shares
    Change vs previous 13F +36,901 shares

    0.05% of the 13F portfolio, value $45,208,188.

    13F-HR 0001677044-26-000006 filed by OSAIC HOLDINGS, 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 452,976 shares
    Change vs previous 13F +53,641 shares

    0.06% of the 13F portfolio, value $42,577,224.

    13F-HR 0001677044-26-000005 filed by OSAIC HOLDINGS, 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 399,335 shares
    Change vs previous 13F -38,972 shares

    0.06% of the 13F portfolio, value $39,904,748.

    13F-HR 0001677044-26-000002 filed by OSAIC HOLDINGS, 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 438,307 shares
    Change vs previous 13F +69,856 shares

    0.06% of the 13F portfolio, value $42,006,902.

    13F-HR 0001677044-25-000022 filed by OSAIC HOLDINGS, 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/A 368,451 shares
    Change vs previous 13F +36,936 shares

    0.06% of the 13F portfolio, value $33,402,782.

    13F-HR/A 0001677044-25-000019 filed by OSAIC HOLDINGS, INC.
    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 331,515 shares
    Change vs previous 13F -5,353 shares

    0.06% of the 13F portfolio, value $25,955,130.

    13F-HR 0001677044-25-000007 filed by OSAIC HOLDINGS, INC.
    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/A 336,868 shares
    Change vs previous 13F -2,316 shares

    0.05% of the 13F portfolio, value $24,140,322.

    13F-HR/A 0001677044-25-000012 filed by OSAIC HOLDINGS, INC.
    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 339,184 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $21,984,917.

    13F-HR 0001677044-24-000030 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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