Position in SCHW
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$364,466
-$6,755 QoQ
Shares Held
3,950
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,654
of 2,309 holders
Holding Since
Dec 2020
23 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, 2026VAN STRUM & TOWNE INC. holds $775,229 across 2 Capital Markets names. SCHW ranks #2 (47.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,965 | $410,763 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
3,950 | $364,466 |
All Filings in SCHW
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $364,466 | 3,950 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $371,221 | 3,950 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $394,644 | 3,950 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $377,106 | 3,950 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $360,398 | 3,950 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $309,206 | 3,950 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $292,339 | 3,950 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $255,999 | 3,950 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $291,075 | 3,950 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $285,743 | 3,950 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $271,760 | 3,950 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $225,090 | 4,100 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $232,388 | 4,100 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $214,758 | 4,100 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $341,366 | 4,100 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $294,667 | 4,100 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $259,038 | 4,100 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $345,671 | 4,100 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $344,810 | 4,100 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $305,928 | 4,200 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $305,802 | 4,200 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $273,756 | 4,200 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $222,768 | 4,200 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||