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Disclosery

Intrinsic Value Partners, LLC: SCHW position timeline

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

Intrinsic Value Partners, LLC held 52,280 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,280 shares
    Change vs previous 13F -90 shares

    3.3% of the 13F portfolio, value $4,823,876.

    13F-HR 0001910364-26-000004 filed by Intrinsic Value 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 52,370 shares
    Change vs previous 13F -85 shares

    3.79% of the 13F portfolio, value $4,921,733.

    13F-HR 0001910364-26-000002 filed by Intrinsic Value 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 52,455 shares
    Change vs previous 13F -2,448 shares

    3.93% of the 13F portfolio, value $5,240,779.

    13F-HR 0001910364-26-000001 filed by Intrinsic Value 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 54,903 shares
    Change vs previous 13F -380 shares

    4.24% of the 13F portfolio, value $5,241,589.

    13F-HR 0001910364-25-000008 filed by Intrinsic Value 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 55,283 shares
    Change vs previous 13F +1,045 shares

    4.49% of the 13F portfolio, value $5,044,021.

    13F-HR 0001910364-25-000003 filed by Intrinsic Value 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 54,238 shares
    Change vs previous 13F -95 shares

    4.19% of the 13F portfolio, value $4,245,751.

    13F-HR 0001910364-25-000002 filed by Intrinsic Value 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 54,333 shares
    Change vs previous 13F -1,050 shares

    4.04% of the 13F portfolio, value $4,021,185.

    13F-HR 0001910364-25-000001 filed by Intrinsic Value 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 55,383 shares
    Change vs previous 13F not available

    3.59% of the 13F portfolio, value $3,589,372.

    13F-HR 0001910364-24-000005 filed by Intrinsic Value Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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