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RiverPark Advisors, LLC: SCHW position timeline

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

RiverPark Advisors, LLC held 21,049 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,049 shares
    Change vs previous 13F +272 shares

    0.89% of the 13F portfolio, value $1,942,191.

    13F-HR 0001104659-26-086551 filed by RiverPark Advisors, 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 20,777 shares
    Change vs previous 13F -16,702 shares

    0.71% of the 13F portfolio, value $1,952,622.

    13F-HR 0001104659-26-061102 filed by RiverPark Advisors, 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 37,479 shares
    Change vs previous 13F -3,629 shares

    0.94% of the 13F portfolio, value $3,744,527.

    13F-HR 0001104659-26-016116 filed by RiverPark Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • RiverPark Advisors, LLC: 22,902 shares
    • RIVERPARK CAPITAL MANAGEMENT LLC: 14,577 shares

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

  4. period ended2025-09-30
    13F 41,108 shares
    Change vs previous 13F -2,812 shares

    1.37% of the 13F portfolio, value $3,924,581.

    13F-HR 0001104659-25-111078 filed by RiverPark Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • RiverPark Advisors, LLC: 25,243 shares
    • RIVERPARK CAPITAL MANAGEMENT LLC: 15,865 shares

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

  5. period ended2025-06-30
    13F 43,920 shares
    Change vs previous 13F +8,908 shares

    1.79% of the 13F portfolio, value $4,007,260.

    13F-HR 0001104659-25-077002 filed by RiverPark Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • RiverPark Advisors, LLC: 25,243 shares
    • RIVERPARK CAPITAL MANAGEMENT LLC: 18,677 shares

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

  6. period ended2025-03-31
    13F 35,012 shares
    Change vs previous 13F -1,088 shares

    1.5% of the 13F portfolio, value $2,740,739.

    13F-HR 0001104659-25-047107 filed by RIVERPARK CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    • RiverPark Advisors, LLC: 15,189 shares
    • RIVERPARK CAPITAL MANAGEMENT LLC: 19,823 shares

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

  7. period ended2024-12-31
    13F 36,100 shares
    Change vs previous 13F -2,293 shares

    1.47% of the 13F portfolio, value $2,671,761.

    13F-HR 0001104659-25-013580 filed by RIVERPARK CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    • RiverPark Advisors, LLC: 15,881 shares
    • RIVERPARK CAPITAL MANAGEMENT LLC: 20,219 shares

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

  8. period ended2024-09-30
    13F 38,393 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $2,488,251.

    13F-HR 0001104659-24-115105 filed by RIVERPARK CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    • RiverPark Advisors, LLC: 16,917 shares
    • RIVERPARK CAPITAL MANAGEMENT LLC: 21,476 shares

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