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REGATTA CAPITAL GROUP, LLC: SCHW position timeline

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

REGATTA CAPITAL GROUP, LLC held 8,566 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,566 shares
    Change vs previous 13F -231 shares

    0.11% of the 13F portfolio, value $790,385.

    13F-HR 0001951757-26-001244 filed by REGATTA CAPITAL GROUP, 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 8,797 shares
    Change vs previous 13F -63 shares

    0.13% of the 13F portfolio, value $826,772.

    13F-HR 0001951757-26-000616 filed by REGATTA CAPITAL GROUP, 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 8,860 shares
    Change vs previous 13F +12 shares

    0.13% of the 13F portfolio, value $885,165.

    13F-HR 0001951757-26-000051 filed by REGATTA CAPITAL GROUP, 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 8,848 shares
    Change vs previous 13F -778 shares

    0.13% of the 13F portfolio, value $844,683.

    13F-HR 0001951757-25-001169 filed by REGATTA CAPITAL GROUP, 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 9,626 shares
    Change vs previous 13F +37 shares

    0.15% of the 13F portfolio, value $878,311.

    13F-HR 0001951757-25-000855 filed by REGATTA CAPITAL GROUP, 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 9,589 shares
    Change vs previous 13F +111 shares

    0.15% of the 13F portfolio, value $750,657.

    13F-HR 0001951757-25-000361 filed by REGATTA CAPITAL GROUP, 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 9,478 shares
    Change vs previous 13F -123 shares

    0.14% of the 13F portfolio, value $701,461.

    13F-HR 0001951757-25-000087 filed by REGATTA CAPITAL GROUP, 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 9,601 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $622,272.

    13F-HR 0001951757-24-001040 filed by REGATTA CAPITAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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