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Disclosery

BALDWIN WEALTH PARTNERS LLC/MA: SCHW position timeline

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

BALDWIN WEALTH PARTNERS LLC/MA held 79,277 SCHW shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 79,277 shares
    Change vs previous 13F -2,338 shares

    0.51% of the 13F portfolio, value $7,748,534.

    13F-HR 0001193125-26-419624 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Accepted , ingested

  2. period ended2026-06-30
    13F 81,615 shares
    Change vs previous 13F -11,345 shares

    0.49% of the 13F portfolio, value $7,530,616.

    13F-HR 0001193125-26-302682 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 92,960 shares
    Change vs previous 13F -2,169 shares

    0.63% of the 13F portfolio, value $8,736,381.

    13F-HR 0001193125-26-154830 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 95,129 shares
    Change vs previous 13F -2,137 shares

    0.61% of the 13F portfolio, value $9,504,381.

    13F-HR 0001193125-26-005964 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 97,266 shares
    Change vs previous 13F -1,243 shares

    0.6% of the 13F portfolio, value $9,286,026.

    13F-HR 0001193125-25-238383 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 98,509 shares
    Change vs previous 13F -3,359 shares

    0.61% of the 13F portfolio, value $8,987,959.

    13F-HR 0000950123-25-006571 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 101,868 shares
    Change vs previous 13F -1,970 shares

    0.56% of the 13F portfolio, value $7,974,222.

    13F-HR 0000950123-25-003482 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 103,838 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $7,685,080.

    13F-HR 0000950123-25-000483 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

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