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Disclosery

Pacific Capital Partners Ltd: SCHW position timeline

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

Pacific Capital Partners Ltd held 67,044 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,044 shares
    Change vs previous 13F 0 shares

    5.35% of the 13F portfolio, value $6,186,150.

    13F-HR 0002064920-26-000004 filed by Pacific Capital 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 67,044 shares
    Change vs previous 13F +36,374 shares

    6.22% of the 13F portfolio, value $6,300,795.

    13F-HR 0002064920-26-000002 filed by Pacific Capital 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 30,670 shares
    Change vs previous 13F +7,746 shares

    3.25% of the 13F portfolio, value $3,064,240.

    13F-HR 0002064920-26-000001 filed by Pacific Capital 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 22,924 shares
    Change vs previous 13F not available

    2.44% of the 13F portfolio, value $2,188,554.

    13F-HR 0002064920-25-000012 filed by Pacific Capital Partners Ltd
    Filed (acceptance time not in the bulk data set), ingested

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