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Disclosery

Spire Wealth Management: SCHW position timeline

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

Spire Wealth Management held 12,539 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,539 shares
    Change vs previous 13F -50,179 shares

    0.03% of the 13F portfolio, value $1,156,979.

    13F-HR 0001858740-26-000003 filed by Spire Wealth Management
    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 62,718 shares
    Change vs previous 13F -2,384 shares

    0.2% of the 13F portfolio, value $5,894,240.

    13F-HR 0001858740-26-000002 filed by Spire Wealth Management
    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 65,102 shares
    Change vs previous 13F -2,127 shares

    0.22% of the 13F portfolio, value $6,504,346.

    13F-HR 0001858740-26-000001 filed by Spire Wealth Management
    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 67,229 shares
    Change vs previous 13F +8,883 shares

    0.22% of the 13F portfolio, value $6,418,312.

    13F-HR 0001858740-25-000006 filed by Spire Wealth Management
    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 58,346 shares
    Change vs previous 13F -79,243 shares

    0.19% of the 13F portfolio, value $5,190,373.

    13F-HR 0001858740-25-000004 filed by Spire Wealth Management
    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 137,589 shares
    Change vs previous 13F +47,939 shares

    0.34% of the 13F portfolio, value $10,770,505.

    13F-HR 0001858740-25-000002 filed by Spire Wealth Management
    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 89,650 shares
    Change vs previous 13F +1,355 shares

    0.21% of the 13F portfolio, value $6,634,988.

    13F-HR 0001858740-25-000001 filed by Spire Wealth Management
    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 88,295 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $5,722,424.

    13F-HR 0001858740-24-000005 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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