Position in SCHW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$557,772
-$10,337 QoQ
Shares Held
6,045
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,455
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, 2026Sand Hill Global Advisors, LLC holds $1,309,429 across 3 Capital Markets names. SCHW ranks #1 (42.6% of the industry book) .
All Filings in SCHW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $557,772 | 6,045 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $568,109 | 6,045 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $584,773 | 5,853 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $548,761 | 5,748 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $524,447 | 5,748 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $449,953 | 5,748 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $425,409 | 5,748 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $372,527 | 5,748 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $423,570 | 5,748 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $415,810 | 5,748 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $395,462 | 5,748 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $315,565 | 5,748 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $325,796 | 5,748 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $356,812 | 6,812 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $483,907 | 5,812 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $413,108 | 5,748 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $402,267 | 6,367 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $622,207 | 7,380 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $533,866 | 6,348 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $462,388 | 6,348 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $480,327 | 6,597 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $392,253 | 6,018 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $319,194 | 6,018 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $211,075 | 5,826 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $200,550 | 5,944 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,154,833 | 93,838 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||