Position in SCHW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$45,027
-$5,722 QoQ
Shares Held
488
-9.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,092
of 2,304 holders
Holding Since
Dec 2024
7 quarters on record
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026DUNCKER STREETT & CO INC holds $7,670,018 across 3 Capital Markets names. SCHW ranks #3 (0.6% of the industry book) .
All Filings in SCHW
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,027 | 488 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $50,749 | 540 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $5,295 | 53 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $5,059 | 53 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $4,835 | 53 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $4,148 | 53 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $3,922 | 53 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||