Private Wealth Partners, LLC

Position in SCHW — Schwab Charles Corp

CIK 1335851 MILL VALLEY, CA

Position in SCHW

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$18,335,802

-$859,425 QoQ

Shares Held

198,719

-2.7% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

1.36%

of 13F equity value

Holder Rank

#374

of 2,304 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Financial Services · as of Jun 30, 2026

Private Wealth Partners, LLC holds $64,432,865 across 3 Capital Markets names. SCHW ranks #2 (28.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	34,925	$35,322,097
2	SCHW	Schwab Charles Corp This page	198,719	$18,335,802
3	MS	Morgan Stanley	51,545	$10,774,966

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,335,802	198,719	-2.7%	Shares	Sole	2026-08-03
2026-03-31	$19,195,227	204,248	+91.9%	Shares	Sole	2026-04-28
2025-12-31	$10,632,322	106,419	+5.3%	Shares	Sole	2026-01-27
2025-09-30	$9,645,238	101,029	+1.7%	Shares	Sole	2025-11-04
2025-06-30	$9,063,690	99,339	-5.5%	Shares	Sole	2025-08-01
2025-03-31	$8,226,288	105,088	+92.7%	Shares	Sole	2025-04-22
2024-12-31	$4,035,617	54,528	+27.0%	Shares	Sole	2025-02-03
2024-09-30	$2,783,265	42,945	+41.0%	Shares	Sole	2024-10-29
2024-06-30	$2,244,155	30,454	-10.2%	Shares	Sole	2024-08-08
2024-03-31	$2,452,036	33,896	-6.1%	Shares	Sole	2024-05-09
2023-12-31	$2,483,060	36,091	+20.5%	Shares	Sole	2024-02-02
2023-09-30	$1,644,639	29,957	+9.9%	Shares	Sole	2023-11-07
2023-06-30	$1,544,926	27,257	+0.1%	Shares	Sole	2023-08-03
2023-03-31	$1,426,988	27,243	-6.0%	Shares	Sole	2023-05-04
2022-12-31	$2,412,458	28,975	+1.4%	Shares	Sole	2023-01-25
2022-09-30	$2,053,685	28,575	-3.4%	Shares	Sole	2022-10-27
2022-06-30	$1,868,548	29,575	-0.8%	Shares	Sole	2022-08-02
2022-03-31	$2,514,545	29,825	-4.1%	Shares	Sole	2022-05-02
2021-12-31	$2,616,771	31,115	+15.4%	Shares	Sole	2022-02-07
2021-09-30	$1,963,402	26,955	+0.1%	Shares	Sole	2021-11-12
2021-06-30	$1,960,773	26,930	+0.7%	Shares	Sole	2021-08-12
2021-03-31	$1,743,239	26,745	-60.8%	Shares	Sole	2021-05-04
2020-12-31	$3,619,714	68,245	+0.7%	Shares	Sole	2021-02-03
2020-09-30	$2,455,850	67,785	-1.2%	Shares	Sole	2020-10-29
2020-06-30	$2,315,238	68,620	-0.1%	Shares	Sole	2020-07-31
2020-03-31	$2,309,694	68,700	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.