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Disclosery

Carmel Capital Partners, LLC: SCHW position timeline

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

Carmel Capital Partners, LLC held 30,862 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,862 shares
    Change vs previous 13F -2,052 shares

    0.94% of the 13F portfolio, value $2,847,649.

    13F-HR 0001900481-26-000005 filed by Carmel Capital 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 32,914 shares
    Change vs previous 13F -1,907 shares

    1.12% of the 13F portfolio, value $3,093,278.

    13F-HR 0001900481-26-000003 filed by Carmel Capital 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 34,821 shares
    Change vs previous 13F +10,519 shares

    1.22% of the 13F portfolio, value $3,479,001.

    13F-HR 0001900481-26-000001 filed by Carmel Capital 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 24,302 shares
    Change vs previous 13F -6,792 shares

    0.98% of the 13F portfolio, value $2,320,128.

    13F-HR 0001900481-25-000009 filed by Carmel Capital 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 31,094 shares
    Change vs previous 13F +1,953 shares

    0.99% of the 13F portfolio, value $2,837,030.

    13F-HR 0001900481-25-000008 filed by Carmel Capital 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 29,141 shares
    Change vs previous 13F +690 shares

    0.9% of the 13F portfolio, value $2,281,162.

    13F-HR 0001900481-25-000004 filed by Carmel Capital 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 28,451 shares
    Change vs previous 13F +1,784 shares

    0.85% of the 13F portfolio, value $2,105,647.

    13F-HR 0001900481-25-000003 filed by Carmel Capital 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 26,667 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $1,728,273.

    13F-HR 0001900481-24-000012 filed by Carmel Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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