New Potomac Partners, LLC: SCHW position timeline

New Potomac Partners, LLC held 2,700 SCHW shares at 2024-09-30 per its 13F-HR filed 2024-11-08.

the latest 13F is the newest step

1. period ended2024-09-30

   13F 2,700 shares

   Change vs previous 13F +2,700 shares

   0.09% of the 13F portfolio, value $174,987.

   13F-HR 0001731466-24-000004 filed by New Potomac Partners, LLC
   Filed 2024-11-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

2. period ended2024-06-30

   13F 0 shares

   Change vs previous 13F -2,844 shares

   13F-HR 0001731466-24-000002 filed by New Potomac Partners, LLC
   Filed 2024-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

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

3. period ended2024-03-31

   13F 2,844 shares

   Change vs previous 13F +2,844 shares

   0.11% of the 13F portfolio, value $205,735.

   13F-HR 0001731466-24-000001 filed by New Potomac Partners, LLC
   Filed 2024-05-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

4. period ended2023-03-31

   13F 0 shares

   Change vs previous 13F -2,844 shares

   13F-HR 0001104659-23-050140 filed by New Potomac Partners, LLC
   Filed 2023-04-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

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

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

5. period ended2022-12-31

   13F 2,844 shares

   Change vs previous 13F not available

   0.18% of the 13F portfolio, value $236,791.

   13F-HR 0001104659-23-004552 filed by New Potomac Partners, LLC
   Filed 2023-01-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC

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