Position in SCHW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$15,522,489
+$1,353,031 QoQ
Shares Held
168,229
+11.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
1.81%
of 13F equity value
Holder Rank
#413
of 2,304 holders
Holding Since
Jun 2022
17 quarters on record
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026BAXTER BROS INC holds $49,172,005 across 3 Capital Markets names. SCHW ranks #2 (31.6% 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 | $15,522,489 | 168,229 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $14,169,458 | 150,771 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $13,830,441 | 138,429 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $11,364,366 | 119,036 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $9,215,604 | 101,004 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $6,457,630 | 82,494 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $4,264,308 | 57,618 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,962,724 | 45,714 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $3,261,887 | 44,265 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $3,421,899 | 47,303 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $3,242,406 | 47,128 | Shares | Sole | 2024-05-17 | |
| 2023-09-30 | $2,452,437 | 44,671 | Shares | Sole | 2024-05-17 | |
| 2023-06-30 | $2,650,980 | 46,771 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,472,440 | 47,202 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $319,468 | 3,837 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $275,765 | 3,837 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $242,421 | 3,837 | Shares | Sole | 2022-07-25 | |
| No filing history on record for this holder in this stock. | ||||||