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Disclosery

Americana Partners, LLC: SCHW position timeline

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

Americana Partners, LLC held 67,179 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,179 shares
    Change vs previous 13F -2,390 shares

    0.14% of the 13F portfolio, value $6,198,606.

    13F-HR 0001172661-26-003084 filed by Americana 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 69,569 shares
    Change vs previous 13F -45,537 shares

    0.17% of the 13F portfolio, value $6,538,095.

    13F-HR 0001172661-26-001697 filed by Americana 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 115,106 shares
    Change vs previous 13F +12,186 shares

    0.32% of the 13F portfolio, value $11,500,240.

    13F-HR 0001172661-26-000527 filed by Americana 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 102,920 shares
    Change vs previous 13F +4,942 shares

    0.3% of the 13F portfolio, value $9,825,772.

    13F-HR 0001172661-25-004484 filed by Americana 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 97,978 shares
    Change vs previous 13F -7,162 shares

    0.31% of the 13F portfolio, value $8,939,513.

    13F-HR 0001172661-25-002955 filed by Americana 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 105,140 shares
    Change vs previous 13F -19 shares

    0.32% of the 13F portfolio, value $8,230,359.

    13F-HR 0001172661-25-001686 filed by Americana 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 105,159 shares
    Change vs previous 13F +97,244 shares

    0.32% of the 13F portfolio, value $7,782,818.

    13F-HR 0001172661-25-000439 filed by Americana 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 7,915 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $512,971.

    13F-HR 0001172661-24-004380 filed by Americana Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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