Position in SCHW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$22,210,011
-$1,899,470 QoQ
Shares Held
236,327
-2.1% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
1.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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 Mar 31, 2026GW HENSSLER & ASSOCIATES LTD holds $50,474,621 across 3 Capital Markets names. SCHW ranks #1 (44.0% of the industry book) .
All Filings in SCHW
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,210,011 | 236,327 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $24,109,481 | 241,312 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $24,783,916 | 259,599 | Shares | Sole | 2026-01-23 | |
| 2025-06-30 | $24,189,457 | 265,119 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $21,392,749 | 273,285 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $20,954,081 | 283,125 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $18,465,470 | 284,917 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $20,554,204 | 278,928 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $20,454,713 | 282,758 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $18,961,142 | 275,598 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $14,674,275 | 267,291 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $14,800,961 | 261,132 | Shares | Sole | 2023-08-02 | |
| No filing history on record for this holder in this stock. | ||||||