BBR PARTNERS, LLC

Position in SCHW — Schwab Charles Corp

CIK 1352467 NEW YORK, NY

Position in SCHW

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$461,534

-$8,647 QoQ

Shares Held

5,002

-0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,542

of 2,304 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

BBR PARTNERS, LLC holds $5,938,170 across 4 Capital Markets names. SCHW ranks #4 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HOOD	Robinhood Markets, Inc.	36,676	$3,677,869
2	HUT	Hut 8 Corp.	8,043	$928,524
3	CRCL	Circle Internet Group, Inc.	13,895	$870,243
4	SCHW	Schwab Charles Corp This page	5,002	$461,534

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$461,534	5,002	-0.0%	Shares	Sole	2026-08-11
2026-03-31	$470,181	5,003	0.0%	Shares	Sole	2026-05-12
2025-12-31	$499,849	5,003	-1.0%	Shares	Sole	2026-02-11
2025-09-30	$482,314	5,052	+1.0%	Shares	Sole	2025-11-07
2025-06-30	$456,291	5,001	-0.4%	Shares	Sole	2025-08-14
2025-03-31	$392,887	5,019	-1.2%	Shares	Sole	2025-05-14
2024-12-31	$376,044	5,081	+1.6%	Shares	Sole	2025-02-07
2024-09-30	$324,050	5,000	0.0%	Shares	Sole	2024-11-13
2024-06-30	$368,450	5,000	-14.6%	Shares	Sole	2024-08-05
2023-03-31	$306,789	5,857	-18.1%	Shares	Sole	2023-05-11
2022-06-30	$451,673	7,149	+0.1%	Shares	Sole	2022-08-12
2022-03-31	$602,142	7,142	-1.7%	Shares	Sole	2022-05-16
2021-12-31	$610,986	7,265	-4.1%	Shares	Sole	2022-02-08
2021-09-30	$551,617	7,573	-0.9%	Shares	Sole	2021-11-12
2021-06-30	$556,268	7,640	-43.1%	Shares	Sole	2021-08-13
2021-03-31	$875,693	13,435	+9.5%	Shares	Sole	2021-05-17
2020-12-31	$650,906	12,272	+0.1%	Shares	Sole	2021-02-16
2020-09-30	$444,143	12,259	-21.4%	Shares	Sole	2020-11-12
2020-03-31	$524,303	15,595	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.