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Disclosery

Liontrust Investment Partners LLP: SCHW position timeline

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

Liontrust Investment Partners LLP held 1,305,310 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,305,310 shares
    Change vs previous 13F +102,662 shares

    1.77% of the 13F portfolio, value $120,440,954.

    13F-HR 0001544204-26-000008 filed by Liontrust Investment Partners LLP
    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/A 1,202,648 shares
    Change vs previous 13F -109,572 shares

    1.93% of the 13F portfolio, value $113,024,859.

    13F-HR/A 0001544204-26-000005 filed by Liontrust Investment Partners LLP
    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 1,312,220 shares
    Change vs previous 13F -118,526 shares

    1.95% of the 13F portfolio, value $131,103,900.

    13F-HR 0001544204-26-000001 filed by Liontrust Investment Partners LLP
    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/A 1,430,746 shares
    Change vs previous 13F -77,523 shares

    2% of the 13F portfolio, value $136,593,321.

    13F-HR/A 0001544204-25-000011 filed by Liontrust Investment Partners LLP
    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 1,508,269 shares
    Change vs previous 13F -95,632 shares

    1.97% of the 13F portfolio, value $137,614,464.

    13F-HR 0001544204-25-000003 filed by Liontrust Investment Partners LLP
    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 1,603,901 shares
    Change vs previous 13F -63,705 shares

    1.96% of the 13F portfolio, value $125,553,370.

    13F-HR 0001544204-25-000002 filed by Liontrust Investment Partners LLP
    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 1,667,606 shares
    Change vs previous 13F -55,426 shares

    1.79% of the 13F portfolio, value $123,419,520.

    13F-HR 0001544204-25-000001 filed by Liontrust Investment Partners LLP
    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 1,723,032 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $126,970,228.

    13F-HR 0001544204-24-000006 filed by Liontrust Investment Partners LLP
    Filed (acceptance time not in the bulk data set), ingested

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