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Disclosery

Blue Whale Capital LLP: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Blue Whale Capital LLP on SCHW, newest first. How the timeline and the estimate are built.

Blue Whale Capital LLP held 342,398 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 342,398 shares
    Change vs previous 13F +9,250 shares

    1% of the 13F portfolio, value $31,593,063.

    13F-HR 0001801547-26-000005 filed by Blue Whale Capital LLP
    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 333,148 shares
    Change vs previous 13F +84,942 shares

    1.49% of the 13F portfolio, value $31,309,249.

    13F-HR 0001801547-26-000003 filed by Blue Whale Capital LLP
    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 248,206 shares
    Change vs previous 13F +78,460 shares

    1.27% of the 13F portfolio, value $24,798,261.

    13F-HR 0001801547-26-000002 filed by Blue Whale Capital LLP
    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 169,746 shares
    Change vs previous 13F -275,376 shares

    0.9% of the 13F portfolio, value $16,205,651.

    13F-HR 0001801547-25-000010 filed by Blue Whale Capital LLP
    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 445,122 shares
    Change vs previous 13F +111,441 shares

    2.66% of the 13F portfolio, value $40,612,931.

    13F-HR 0001801547-25-000005 filed by Blue Whale Capital LLP
    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 333,681 shares
    Change vs previous 13F +109,957 shares

    2.11% of the 13F portfolio, value $26,120,549.

    13F-HR 0001801547-25-000002 filed by Blue Whale Capital LLP
    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 223,724 shares
    Change vs previous 13F -17,262 shares

    1.23% of the 13F portfolio, value $16,557,813.

    13F-HR 0001801547-25-000001 filed by Blue Whale Capital LLP
    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 240,986 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $15,618,303.

    13F-HR 0001801547-24-000005 filed by Blue Whale Capital LLP
    Filed (acceptance time not in the bulk data set), ingested

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