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Chicago Partners Investment Group LLC: SCHW position timeline

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

Chicago Partners Investment Group LLC held 37,381 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 37,381 shares
    Change vs previous 13F +3,122 shares

    0.08% of the 13F portfolio, value $3,798,324.

    13F-HR 0001563525-26-000003 filed by Chicago Partners Investment Group 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 34,259 shares
    Change vs previous 13F +4,811 shares

    0.07% of the 13F portfolio, value $3,141,891.

    13F-HR 0001563525-26-000002 filed by Chicago Partners Investment Group 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 29,448 shares
    Change vs previous 13F -898 shares

    0.07% of the 13F portfolio, value $3,008,946.

    13F-HR 0001563525-26-000001 filed by Chicago Partners Investment Group 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 30,346 shares
    Change vs previous 13F +3,757 shares

    0.07% of the 13F portfolio, value $2,847,990.

    13F-HR 0001563525-25-000013 filed by Chicago Partners Investment Group 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 26,589 shares
    Change vs previous 13F +2,366 shares

    0.07% of the 13F portfolio, value $2,529,971.

    13F-HR 0001563525-25-000003 filed by Chicago Partners Investment Group 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 24,223 shares
    Change vs previous 13F -93 shares

    0.07% of the 13F portfolio, value $2,035,013.

    13F-HR 0001563525-25-000002 filed by Chicago Partners Investment Group 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 24,316 shares
    Change vs previous 13F -3,220 shares

    0.06% of the 13F portfolio, value $1,775,083.

    13F-HR 0001563525-25-000001 filed by Chicago Partners Investment Group 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 27,536 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,974,583.

    13F-HR 0001563525-24-000007 filed by Chicago Partners Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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