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Disclosery

PARTHENON LLC: SCHW position timeline

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

PARTHENON LLC held 132,340 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 132,340 shares
    Change vs previous 13F +850 shares

    1.27% of the 13F portfolio, value $12,211,012.

    13F-HR 0001088859-26-000004 filed by PARTHENON 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 131,490 shares
    Change vs previous 13F -2,330 shares

    1.41% of the 13F portfolio, value $12,357,430.

    13F-HR 0001088859-26-000002 filed by PARTHENON 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 133,820 shares
    Change vs previous 13F -2,068 shares

    1.44% of the 13F portfolio, value $13,369,956.

    13F-HR 0001088859-26-000001 filed by PARTHENON 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 135,888 shares
    Change vs previous 13F -4,917 shares

    1.44% of the 13F portfolio, value $12,973,227.

    13F-HR 0001088859-25-000003 filed by PARTHENON 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 140,805 shares
    Change vs previous 13F -500 shares

    1.47% of the 13F portfolio, value $12,847,048.

    13F-HR 0001085146-25-004248 filed by PARTHENON 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 141,305 shares
    Change vs previous 13F +140 shares

    1.36% of the 13F portfolio, value $11,061,355.

    13F-HR 0001085146-25-002554 filed by PARTHENON 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 141,165 shares
    Change vs previous 13F -365 shares

    1.26% of the 13F portfolio, value $10,447,622.

    13F-HR 0001085146-25-000674 filed by PARTHENON 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 141,530 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $9,172,559.

    13F-HR 0001085146-24-005366 filed by PARTHENON LLC
    Filed (acceptance time not in the bulk data set), ingested

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