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Disclosery

Ballentine Partners, LLC: SCHW position timeline

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

Ballentine Partners, LLC held 26,461 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,461 shares
    Change vs previous 13F -85 shares

    0.03% of the 13F portfolio, value $2,441,538.

    13F-HR 0001172661-26-002674 filed by Ballentine 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 26,546 shares
    Change vs previous 13F -905 shares

    0.03% of the 13F portfolio, value $2,494,868.

    13F-HR 0001172661-26-001909 filed by Ballentine 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 27,451 shares
    Change vs previous 13F +1,150 shares

    0.04% of the 13F portfolio, value $2,742,610.

    13F-HR 0001172661-26-000457 filed by Ballentine 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 26,301 shares
    Change vs previous 13F +3,958 shares

    0.03% of the 13F portfolio, value $2,510,938.

    13F-HR 0001172661-25-004541 filed by Ballentine 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 22,343 shares
    Change vs previous 13F +188 shares

    0.03% of the 13F portfolio, value $2,038,575.

    13F-HR 0001172661-25-002596 filed by Ballentine 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 22,155 shares
    Change vs previous 13F -900 shares

    0.03% of the 13F portfolio, value $1,734,294.

    13F-HR 0001172661-25-001551 filed by Ballentine 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 23,055 shares
    Change vs previous 13F +1,216 shares

    0.03% of the 13F portfolio, value $1,706,300.

    13F-HR 0001172661-25-000227 filed by Ballentine 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 21,839 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,415,386.

    13F-HR 0001172661-24-004333 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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