Position in SCHW
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,303,266
-$61,218 QoQ
Shares Held
35,800
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#772
of 2,301 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, 2026PRAXIS INVESTMENT MANAGEMENT INC holds $26,660,735 across 13 Capital Markets names. SCHW ranks #3 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
8,730 | $8,829,260 | |
| 2 | MS |
Morgan Stanley
|
32,291 | $6,750,110 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
35,800 | $3,303,266 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
30,163 | $3,024,745 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
25,416 | $2,212,208 | |
| 6 | PIPR |
Piper Sandler Companies
|
7,436 | $537,920 | |
| 7 | EVR |
Evercore Inc.
|
1,302 | $444,554 | |
| 8 | SF |
Stifel Financial Corp
|
4,799 | $334,826 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,303,266 | 35,800 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $3,364,484 | 35,800 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,576,778 | 35,800 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,417,826 | 35,800 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $3,266,392 | 35,800 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,846,260 | 36,360 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,593,310 | 35,040 | Shares | Sole | 2025-01-03 | |
| 2024-09-30 | $2,059,661 | 31,780 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,761,164 | 37,470 | Shares | Sole | 2024-07-03 | |
| 2024-03-31 | $2,710,579 | 37,470 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,197,472 | 31,940 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,172,115 | 21,350 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,337,081 | 23,590 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,235,644 | 23,590 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $3,046,483 | 36,590 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,124,907 | 43,480 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $2,747,066 | 43,480 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $3,665,798 | 43,480 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $3,255,511 | 38,710 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $2,241,286 | 30,770 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $2,240,363 | 30,770 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $2,005,588 | 30,770 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $1,632,040 | 30,770 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,065,814 | 29,418 | Shares | Sole | 2021-02-01 | |
| 2020-06-30 | $992,563 | 29,418 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $989,033 | 29,418 | Shares | Sole | 2020-07-09 | |
| No filing history on record for this holder in this stock. | ||||||