Position in SCHW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,821,593
+$311,711 QoQ
Shares Held
19,742
+22.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#958
of 2,291 holders
Holding Since
Mar 2020
21 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, 2026BRIDGES INVESTMENT MANAGEMENT INC holds $12,331,843 across 7 Capital Markets names. SCHW ranks #3 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVR |
Evercore Inc.
|
16,531 | $5,644,344 | |
| 2 | TW |
Tradeweb Markets Inc.
|
28,022 | $2,792,670 | |
| 3 | SCHW |
Schwab Charles Corp
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|
19,742 | $1,821,593 | |
| 4 | GS |
Goldman Sachs Group Inc
|
644 | $651,321 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
3,851 | $516,534 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
1,658 | $467,025 | |
| 7 | MS |
Morgan Stanley
|
2,097 | $438,356 |
All Filings in SCHW
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,821,593 | 19,742 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,509,882 | 16,066 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,029,770 | 20,316 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,926,392 | 20,178 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,162,934 | 23,706 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,914,415 | 24,456 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,086,785 | 28,196 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,823,752 | 28,140 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,625,232 | 22,055 | Shares | Sole | 2024-08-13 | |
| 2022-12-31 | $1,829,471 | 21,973 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,579,198 | 21,973 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,436,902 | 22,743 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $1,917,461 | 22,743 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $1,930,178 | 22,951 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $1,693,602 | 23,251 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,291,475 | 31,472 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $4,059,995 | 62,289 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $3,858,976 | 72,756 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $9,948,576 | 274,595 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $14,101,563 | 417,948 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $14,311,495 | 425,684 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||