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Disclosery

BSW Wealth Partners: SCHW position timeline

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

BSW Wealth Partners held 5,451 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,451 shares
    Change vs previous 13F +1,574 shares

    0.06% of the 13F portfolio, value $502,939.

    13F-HR 0001512601-26-000007 filed by BSW Wealth Partners
    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 3,877 shares
    Change vs previous 13F -2,568 shares

    0.04% of the 13F portfolio, value $364,323.

    13F-HR 0001512601-26-000005 filed by BSW Wealth Partners
    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 6,445 shares
    Change vs previous 13F +187 shares

    0.08% of the 13F portfolio, value $643,952.

    13F-HR 0001512601-26-000003 filed by BSW Wealth Partners
    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 6,258 shares
    Change vs previous 13F +833 shares

    0.07% of the 13F portfolio, value $597,412.

    13F-HR 0001512601-25-000013 filed by BSW Wealth Partners
    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 5,425 shares
    Change vs previous 13F +240 shares

    0.07% of the 13F portfolio, value $494,967.

    13F-HR 0001512601-25-000009 filed by BSW Wealth Partners
    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 5,185 shares
    Change vs previous 13F -1,216 shares

    0.06% of the 13F portfolio, value $405,892.

    13F-HR 0001512601-25-000007 filed by BSW Wealth Partners
    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 6,401 shares
    Change vs previous 13F +554 shares

    0.07% of the 13F portfolio, value $473,754.

    13F-HR 0001512601-25-000003 filed by BSW Wealth Partners
    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 5,847 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $378,921.

    13F-HR 0001512601-24-000017 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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