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PARNASSUS INVESTMENTS, LLC: SCHW position timeline

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

PARNASSUS INVESTMENTS, LLC held 1,258,426 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,258,426 shares
    Change vs previous 13F -26,304 shares

    0.31% of the 13F portfolio, value $116,114,967.

    13F-HR 0001172661-26-002908 filed by PARNASSUS INVESTMENTS, 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 1,284,730 shares
    Change vs previous 13F -12,095 shares

    0.35% of the 13F portfolio, value $120,738,925.

    13F-HR 0001172661-26-001730 filed by PARNASSUS INVESTMENTS, 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 1,296,825 shares
    Change vs previous 13F -58,706 shares

    0.34% of the 13F portfolio, value $129,565,786.

    13F-HR 0001172661-26-000636 filed by PARNASSUS INVESTMENTS, 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 1,355,531 shares
    Change vs previous 13F +48,927 shares

    0.3% of the 13F portfolio, value $129,412,545.

    13F-HR 0001172661-25-004416 filed by PARNASSUS INVESTMENTS, 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 1,306,604 shares
    Change vs previous 13F -720 shares

    0.27% of the 13F portfolio, value $119,214,549.

    13F-HR 0001172661-25-002910 filed by PARNASSUS INVESTMENTS, 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 1,307,324 shares
    Change vs previous 13F -387,840 shares

    0.25% of the 13F portfolio, value $102,337,323.

    13F-HR 0001172661-25-001923 filed by PARNASSUS INVESTMENTS, 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 1,695,164 shares
    Change vs previous 13F +530 shares

    0.28% of the 13F portfolio, value $125,459,088.

    13F-HR 0001172661-25-000594 filed by PARNASSUS INVESTMENTS, 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 1,694,634 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $109,829,230.

    13F-HR 0001172661-24-004515 filed by PARNASSUS INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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