Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,049,571
-$8,823,779 QoQ
Shares Held
11,375
-89.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,187
of 2,304 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026SHELTON CAPITAL MANAGEMENT holds $37,501,716 across 14 Capital Markets names. SCHW ranks #3 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
24,334 | $24,610,677 | |
| 2 | MS |
Morgan Stanley
|
36,863 | $7,705,841 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
11,375 | $1,049,571 | |
| 4 | ETOR |
eToro Group Ltd.
|
24,618 | $971,672 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
5,650 | $566,582 | |
| 6 | BTGO |
Bitgo Holdings, Inc.
|
100,000 | $518,000 | |
| 7 | EVR |
Evercore Inc.
|
1,268 | $432,945 | |
| 8 | SF |
Stifel Financial Corp
|
4,946 | $345,082 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,049,571 | 11,375 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,873,350 | 105,058 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,243,869 | 132,558 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,266,127 | 97,058 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,950,451 | 109,058 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,075,208 | 103,158 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,731,875 | 90,959 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,017,395 | 77,417 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,719,301 | 77,613 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,614,524 | 77,613 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,339,774 | 77,613 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,958,242 | 108,529 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $7,069,639 | 124,729 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $10,351,807 | 197,629 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $6,327,760 | 76,000 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $14,131,654 | 196,628 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,624,083 | 152,328 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $11,207,159 | 132,928 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $11,658,614 | 138,628 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $9,472,404 | 130,044 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $7,837,486 | 107,643 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $9,222,056 | 141,486 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $470,146 | 8,864 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $321,142 | 8,864 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $299,071 | 8,864 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $309,841 | 9,216 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||