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CAP Partners, LLC

SEC CIK
0002006870
Latest filing
Jul 30, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by CAP 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 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2024
Holdings of SCHW by CAP Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−2,250−100.0%Sold outHolders
Q4 20252,250$224.8K0.1%00.0%UnchangedHolders
Q3 20252,250$214.8K0.1%00.0%UnchangedHolders
Q2 20252,250$205.3K0.1%+2,250NewHolders
Q1 20250$00.0%−3,167−100.0%Sold outHolders
Q4 20243,167$234.4K0.2%+45+1.4%AddedHolders
Q3 20243,122$202.4K0.2%+100+3.3%AddedHolders
Q2 20243,022$222.7K0.2%+174+6.1%AddedHolders
Q1 20242,848$206.0K0.2%+2,848NewHolders