Skip to content
Disclosery

PARTNERS CAPITAL INVESTMENT GROUP, LLP: SCHW position timeline

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

PARTNERS CAPITAL INVESTMENT GROUP, LLP held 32,995 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,995 shares
    Change vs previous 13F -5,628 shares

    0.11% of the 13F portfolio, value $3,044,449.

    13F-HR 0001104659-26-096053 filed by PARTNERS CAPITAL INVESTMENT GROUP, LLP
    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 38,623 shares
    Change vs previous 13F -4,514 shares

    0.14% of the 13F portfolio, value $3,629,790.

    13F-HR 0001104659-26-059167 filed by PARTNERS CAPITAL INVESTMENT GROUP, LLP
    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 43,137 shares
    Change vs previous 13F -9,956 shares

    0.16% of the 13F portfolio, value $4,309,818.

    13F-HR 0001104659-26-014776 filed by PARTNERS CAPITAL INVESTMENT GROUP, LLP
    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 53,093 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $5,068,789.

    13F-HR 0001104659-25-104708 filed by PARTNERS CAPITAL INVESTMENT GROUP, LLP
    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 53,093 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $4,844,205.

    13F-HR 0001104659-25-078417 filed by PARTNERS CAPITAL INVESTMENT GROUP, LLP
    Filed (acceptance time not in the bulk data set), ingested

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