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McDonald Partners LLC

SEC CIK
0001331074
Latest filing
Jul 28, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by McDonald Partners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overviewAll 13F holders of SCHWFull Q2 2026 holdings

Shares (Q1 2022)
0
Sold out in Q1 2022
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q4 2021
Holdings of SCHW by McDonald Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20220$00.0%−8,700−100.0%Sold outHolders
Q4 20218,700$731.7K0.7%+8,700NewHolders