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Disclosery

Intermede Investment Partners Ltd: SCHW position timeline

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

Intermede Investment Partners Ltd held 914,616 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 914,616 shares
    Change vs previous 13F -42,756 shares

    4.27% of the 13F portfolio, value $101,385,000.

    13F-HR 0001664713-26-000003 filed by Intermede Investment Partners Ltd
    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 957,372 shares
    Change vs previous 13F -51,040 shares

    4.17% of the 13F portfolio, value $89,974,000.

    13F-HR 0001664713-26-000002 filed by Intermede Investment Partners Ltd
    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 1,008,412 shares
    Change vs previous 13F -50,366 shares

    4.14% of the 13F portfolio, value $100,750,000.

    13F-HR 0001664713-26-000001 filed by Intermede Investment Partners Ltd
    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 1,058,778 shares
    Change vs previous 13F -407,732 shares

    4.15% of the 13F portfolio, value $101,082,000.

    13F-HR 0001664713-25-000005 filed by Intermede Investment Partners Ltd
    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 1,466,510 shares
    Change vs previous 13F -76,424 shares

    4.13% of the 13F portfolio, value $133,804,000.

    13F-HR 0001664713-25-000004 filed by Intermede Investment Partners Ltd
    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 1,542,934 shares
    Change vs previous 13F +1,542,934 shares

    3.8% of the 13F portfolio, value $120,781,000.

    13F-HR 0001664713-25-000002 filed by Intermede Investment Partners Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001664713-24-000005 filed by Intermede Investment Partners Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.