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Disclosery

&PARTNERS: SCHW position timeline

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

&PARTNERS held 181,701 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 181,701 shares
    Change vs previous 13F +8,357 shares

    0.07% of the 13F portfolio, value $16,700,062.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 173,344 shares
    Change vs previous 13F +2,204 shares

    0.08% of the 13F portfolio, value $16,291,975.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 171,140 shares
    Change vs previous 13F +13,214 shares

    0.09% of the 13F portfolio, value $17,043,333.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 157,926 shares
    Change vs previous 13F +15,177 shares

    0.1% of the 13F portfolio, value $15,067,906.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 142,749 shares
    Change vs previous 13F +28,409 shares

    0.1% of the 13F portfolio, value $13,024,325.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 114,340 shares
    Change vs previous 13F +14,406 shares

    0.09% of the 13F portfolio, value $8,900,822.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 99,934 shares
    Change vs previous 13F +37,285 shares

    0.09% of the 13F portfolio, value $7,452,386.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 62,649 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $4,060,267.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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