Private Wealth Partners, LLC

SEC CIK: 0001335851
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

SCHW holding history

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

SCHW overview All 13F holders of SCHW Full Q2 2026 holdings

Shares (Q2 2026): 198,719
Value: $18.3M
% of portfolio: 1.3%
Quarters held: 22; Since Q1 2021

Holdings of SCHW by Private Wealth Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	198,719	$18.3M	1.3%	−5,529−2.7%	Reduced	Holders
Q1 2026	204,248	$19.2M	1.5%	+97,829+91.9%	Added	Holders
Q4 2025	106,419	$10.6M	0.8%	+5,390+5.3%	Added	Holders
Q3 2025	101,029	$9.65M	0.7%	+1,690+1.7%	Added	Holders
Q2 2025	99,339	$9.06M	0.7%	−5,749−5.5%	Reduced	Holders
Q1 2025	105,088	$8.23M	0.7%	+50,560+92.7%	Added	Holders
Q4 2024	54,528	$4.04M	0.3%	+11,583+27.0%	Added	Holders
Q3 2024	42,945	$2.78M	0.2%	+12,491+41.0%	Added	Holders
Q2 2024	30,454	$2.24M	0.2%	−3,442−10.2%	Reduced	Holders
Q1 2024	33,896	$2.45M	0.2%	−2,195−6.1%	Reduced	Holders
Q4 2023	36,091	$2.48M	0.2%	+6,134+20.5%	Added	Holders
Q3 2023	29,957	$1.64M	0.2%	+2,700+9.9%	Added	Holders
Q2 2023	27,257	$1.54M	0.1%	+14+0.1%	Added	Holders
Q1 2023	27,243	$1.43M	0.1%	−1,732−6.0%	Reduced	Holders
Q4 2022	28,975	$2.41M	0.3%	+400+1.4%	Added	Holders
Q3 2022	28,575	$2.05M	0.3%	−1,000−3.4%	Reduced	Holders
Q2 2022	29,575	$1.87M	0.2%	−250−0.8%	Reduced	Holders
Q1 2022	29,825	$2.52M	0.2%	−1,290−4.1%	Reduced	Holders
Q4 2021	31,115	$2.62M	0.2%	+4,160+15.4%	Added	Holders
Q3 2021	26,955	$1.96M	0.2%	+25+0.1%	Added	Holders
Q2 2021	26,930	$1.96M	0.2%	+185+0.7%	Added	Holders
Q1 2021	26,745	$1.74M	0.2%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.