Position in SCHW
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$945,767
+$499,362 QoQ
Shares Held
10,250
+115.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#1,238
of 2,304 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026SANDERS MORRIS HARRIS LLC holds $1,155,683 across 2 Capital Markets names. SCHW ranks #1 (81.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
10,250 | $945,767 | |
| 2 | JEF |
Jefferies Financial Group Inc.
|
4,200 | $209,916 |
All Filings in SCHW
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $945,767 | 10,250 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $446,405 | 4,750 | Shares | Sole | 2026-04-09 | |
| 2025-09-30 | $381,880 | 4,000 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $273,720 | 3,000 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $313,120 | 4,000 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $296,040 | 4,000 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $259,240 | 4,000 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $294,760 | 4,000 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $289,360 | 4,000 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $275,200 | 4,000 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $219,600 | 4,000 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $226,720 | 4,000 | Shares | Sole | 2023-07-11 | |
| 2022-12-31 | $333,040 | 4,000 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $287,480 | 4,000 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $252,720 | 4,000 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $337,240 | 4,000 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $336,400 | 4,000 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $291,360 | 4,000 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $291,240 | 4,000 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $260,720 | 4,000 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $212,160 | 4,000 | Shares | Sole | 2021-01-26 | |
| 2020-03-31 | $736,278 | 21,900 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||