Position in SCHW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,165,296
-$108,056 QoQ
Shares Held
66,818
+0.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.74%
of 13F equity value
Holder Rank
#592
of 2,304 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, 2026CONDOR CAPITAL MANAGEMENT holds $13,661,893 across 3 Capital Markets names. SCHW ranks #1 (45.1% of the industry book) .
All Filings in SCHW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,165,296 | 66,818 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,273,352 | 66,752 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,836,242 | 58,415 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,613,063 | 58,794 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $5,454,692 | 59,784 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,797,468 | 61,286 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $4,614,671 | 62,352 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $4,113,101 | 63,464 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $4,625,521 | 62,770 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $4,753,461 | 65,710 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $4,574,099 | 66,484 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,554,116 | 64,738 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $3,639,252 | 64,207 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,288,154 | 62,775 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,382,639 | 52,638 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,800,988 | 52,887 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,326,174 | 52,646 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $3,163,226 | 37,519 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,209,508 | 38,163 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,851,831 | 39,152 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $2,820,513 | 38,738 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $2,727,848 | 41,851 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,360,280 | 44,500 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,631,183 | 45,023 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,536,418 | 45,537 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $1,503,116 | 44,709 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||