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3Chopt Investment Partners, LLC: SCHW position timeline

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

3Chopt Investment Partners, LLC held 24,941 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,941 shares
    Change vs previous 13F -292 shares

    0.43% of the 13F portfolio, value $2,301,321.

    13F-HR 0001398344-26-012987 filed by 3Chopt Investment Partners, 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 25,233 shares
    Change vs previous 13F +1,347 shares

    0.54% of the 13F portfolio, value $2,371,375.

    13F-HR 0001398344-26-006912 filed by 3Chopt Investment Partners, 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 23,886 shares
    Change vs previous 13F +853 shares

    0.53% of the 13F portfolio, value $2,386,426.

    13F-HR 0001398344-26-002629 filed by 3Chopt Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 23,033 shares
    Change vs previous 13F +208 shares

    0.5% of the 13F portfolio, value $2,198,996.

    13F-HR 0001398344-25-019342 filed by 3Chopt Investment Partners, LLC
    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 22,825 shares
    Change vs previous 13F -1,327 shares

    0.5% of the 13F portfolio, value $2,082,553.

    13F-HR 0001398344-25-013693 filed by 3Chopt Investment Partners, LLC
    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 24,152 shares
    Change vs previous 13F -2,920 shares

    0.5% of the 13F portfolio, value $1,890,619.

    13F-HR 0001398344-25-007619 filed by 3Chopt Investment Partners, LLC
    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 27,072 shares
    Change vs previous 13F -2,370 shares

    0.69% of the 13F portfolio, value $2,003,599.

    13F-HR 0001213900-25-013391 filed by 3Chopt Investment Partners, LLC
    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 29,442 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,908,136.

    13F-HR 0001213900-24-098596 filed by 3Chopt Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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