Position in SCHW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,485,314
-$66,002 QoQ
Shares Held
37,773
-0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#754
of 2,304 holders
Holding Since
Mar 2021
17 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026TWIN CAPITAL MANAGEMENT INC holds $15,562,251 across 3 Capital Markets names. SCHW ranks #3 (22.4% of the industry book) .
All Filings in SCHW
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,485,314 | 37,773 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,551,316 | 37,788 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,792,084 | 37,955 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,670,153 | 38,443 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $4,367,567 | 47,869 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,759,553 | 48,027 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $373,084 | 5,041 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $334,678 | 5,164 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $390,630 | 5,301 | Shares | Sole | 2024-08-14 | |
| 2023-09-30 | $438,705 | 7,991 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $489,885 | 8,643 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $458,167 | 8,747 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $3,107,096 | 37,318 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,815,722 | 39,178 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $2,323,128 | 36,770 | Shares | Sole | 2022-08-02 | |
| 2021-06-30 | $4,087,262 | 56,136 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $2,926,973 | 44,906 | Shares | Sole | 2021-05-06 | |
| No filing history on record for this holder in this stock. | ||||||