Position in SCHW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,222,851
-$386,721 QoQ
Shares Held
56,604
-5.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#634
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, 2026PITTENGER & ANDERSON INC holds $53,245,359 across 8 Capital Markets names. SCHW ranks #3 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
167,570 | $35,028,832 | |
| 2 | GS |
Goldman Sachs Group Inc
|
11,103 | $11,229,241 | |
| 3 | SCHW |
Schwab Charles Corp
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|
56,604 | $5,222,851 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
12,565 | $1,093,657 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
6,255 | $627,251 | |
| 6 | PJT |
PJT Partners Inc.
|
140 | $21,131 | |
| 7 | CLSK |
Cleanspark, Inc.
|
1,225 | $17,823 | |
| 8 | IREN |
IREN Ltd
|
100 | $4,573 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,222,851 | 56,604 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $5,609,572 | 59,689 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $5,686,577 | 56,917 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $5,303,072 | 55,547 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $5,052,597 | 55,377 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $4,236,670 | 54,122 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $3,881,084 | 52,440 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $3,413,477 | 52,669 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $4,608,867 | 62,544 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $4,448,837 | 61,499 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $4,157,171 | 60,424 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $3,563,668 | 64,912 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $3,356,759 | 59,223 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $433,496 | 8,276 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $188,667 | 2,266 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $228,690 | 3,182 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $396,896 | 6,282 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $580,137 | 6,881 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $572,468 | 6,807 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $181,735 | 2,495 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $181,660 | 2,495 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $32,264 | 495 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $105,814 | 1,995 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $108,508 | 2,995 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $129,730 | 3,845 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $206,863 | 6,153 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||