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Disclosery

RAM Investment Partners, LLC: SCHW position timeline

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

RAM Investment Partners, LLC held 3,550 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 3,550 shares
    Change vs previous 13F -15 shares

    0.05% of the 13F portfolio, value $327,559.

    13F-HR 0001989672-26-000004 filed by RAM Investment 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 3,565 shares
    Change vs previous 13F +401 shares

    0.06% of the 13F portfolio, value $335,039.

    13F-HR 0001989672-26-000002 filed by RAM Investment 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 3,164 shares
    Change vs previous 13F -470 shares

    0.06% of the 13F portfolio, value $316,115.

    13F-HR 0001989672-26-000001 filed by RAM Investment 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 3,634 shares
    Change vs previous 13F +100 shares

    0.07% of the 13F portfolio, value $346,937.

    13F-HR 0001989672-25-000006 filed by RAM Investment 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 3,534 shares
    Change vs previous 13F +173 shares

    0.07% of the 13F portfolio, value $322,442.

    13F-HR 0001989672-25-000005 filed by RAM Investment 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 3,361 shares
    Change vs previous 13F +68 shares

    0.06% of the 13F portfolio, value $263,100.

    13F-HR 0001989672-25-000003 filed by RAM Investment 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 3,293 shares
    Change vs previous 13F +47 shares

    0.06% of the 13F portfolio, value $243,714.

    13F-HR 0001989672-25-000001 filed by RAM Investment 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 3,246 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $210,373.

    13F-HR 0001989672-24-000005 filed by RAM Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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