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Disclosery

HUB Investment Partners, LLC: SCHW position timeline

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

HUB Investment Partners, LLC held 28,612 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,612 shares
    Change vs previous 13F -12,887 shares

    0.05% of the 13F portfolio, value $2,640,045.

    13F-HR 0001172661-26-002986 filed by HUB Investment 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 41,499 shares
    Change vs previous 13F -92,000 shares

    0.1% of the 13F portfolio, value $3,900,065.

    13F-HR 0001172661-26-002189 filed by HUB Investment 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 133,499 shares
    Change vs previous 13F -12,126 shares

    0.36% of the 13F portfolio, value $13,337,887.

    13F-HR 0001172661-26-001003 filed by HUB Investment 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 145,625 shares
    Change vs previous 13F +6,398 shares

    0.51% of the 13F portfolio, value $13,902,859.

    13F-HR 0001172661-25-004693 filed by HUB Investment 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 139,227 shares
    Change vs previous 13F +1,887 shares

    0.44% of the 13F portfolio, value $12,703,070.

    13F-HR 0001172661-25-003409 filed by HUB Investment 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 137,340 shares
    Change vs previous 13F +275 shares

    0.43% of the 13F portfolio, value $10,750,977.

    13F-HR 0001172661-25-002166 filed by HUB Investment 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 137,065 shares
    Change vs previous 13F +9,961 shares

    0.43% of the 13F portfolio, value $10,144,185.

    13F-HR 0001172661-25-000639 filed by HUB Investment 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 127,104 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $8,237,612.

    13F-HR 0001172661-24-004804 filed by HUB Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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