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Disclosery

Private Wealth Partners, LLC: SCHW position timeline

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

Private Wealth Partners, LLC held 198,719 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 198,719 shares
    Change vs previous 13F -5,529 shares

    1.32% of the 13F portfolio, value $18,335,802.

    13F-HR 0001335851-26-000005 filed by Private Wealth Partners, 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 204,248 shares
    Change vs previous 13F +97,829 shares

    1.48% of the 13F portfolio, value $19,195,227.

    13F-HR 0001335851-26-000002 filed by Private Wealth Partners, 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 106,419 shares
    Change vs previous 13F +5,390 shares

    0.75% of the 13F portfolio, value $10,632,322.

    13F-HR 0001335851-26-000001 filed by Private Wealth Partners, 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 101,029 shares
    Change vs previous 13F +1,690 shares

    0.69% of the 13F portfolio, value $9,645,239.

    13F-HR 0001335851-25-000004 filed by Private Wealth Partners, 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 99,339 shares
    Change vs previous 13F -5,749 shares

    0.71% of the 13F portfolio, value $9,063,690.

    13F-HR 0001085146-25-004438 filed by Private Wealth Partners, 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 105,088 shares
    Change vs previous 13F +50,560 shares

    0.68% of the 13F portfolio, value $8,226,289.

    13F-HR 0001085146-25-002217 filed by Private Wealth Partners, 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 54,528 shares
    Change vs previous 13F +11,583 shares

    0.31% of the 13F portfolio, value $4,035,617.

    13F-HR 0001085146-25-000680 filed by Private Wealth Partners, 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 42,945 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,783,265.

    13F-HR 0001085146-24-005212 filed by Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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