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Disclosery

Financial Partners Group, LLC: SCHW position timeline

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

Financial Partners Group, LLC held 24,142 SCHW shares at 2025-06-30 per its 13F-HR filed 2025-07-17.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 24,142 shares
    Change vs previous 13F -815 shares

    0.8% of the 13F portfolio, value $2,202,732.

    13F-HR 0001221073-25-000060 filed by Financial Partners 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 ended2025-03-31
    13F 24,957 shares
    Change vs previous 13F -1,226 shares

    0.85% of the 13F portfolio, value $1,953,647.

    13F-HR 0001221073-25-000039 filed by Financial Partners 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 ended2024-12-31
    13F 26,183 shares
    Change vs previous 13F -4,294 shares

    0.8% of the 13F portfolio, value $1,937,817.

    13F-HR 0001221073-25-000005 filed by Financial Partners 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 ended2024-09-30
    13F 30,477 shares
    Change vs previous 13F +4,854 shares

    0.74% of the 13F portfolio, value $1,975,226.

    13F-HR 0001221073-24-000087 filed by Financial Partners 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 ended2024-06-30
    13F 25,623 shares
    Change vs previous 13F -9,122 shares

    0.73% of the 13F portfolio, value $1,888,172.

    13F-HR 0001221073-24-000052 filed by Financial Partners 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 ended2024-03-31
    13F 34,745 shares
    Change vs previous 13F -1,347 shares

    0.97% of the 13F portfolio, value $2,513,466.

    13F-HR 0001221073-24-000025 filed by Financial Partners 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 ended2023-12-31
    13F 36,092 shares
    Change vs previous 13F -174 shares

    1.12% of the 13F portfolio, value $2,483,142.

    13F-HR 0001221073-24-000019 filed by Financial Partners 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 ended2023-09-30
    13F 36,266 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $1,991,026.

    13F-HR 0001221073-23-000084 filed by Financial Partners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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