Position in SCHW
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$856,542
-$42,188 QoQ
Shares Held
9,283
-2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,278
of 2,304 holders
Holding Since
Dec 2024
7 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, 2026FORBES J M & CO LLP holds $1,104,463 across 2 Capital Markets names. SCHW ranks #1 (77.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
9,283 | $856,542 | |
| 2 | MS |
Morgan Stanley
|
1,186 | $247,921 |
All Filings in SCHW
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $856,542 | 9,283 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $898,730 | 9,563 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $949,344 | 9,502 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,079,001 | 11,302 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,031,012 | 11,300 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $884,564 | 11,300 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $310,842 | 4,200 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||