Position in SCHW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,354,405
+$4,231,386 QoQ
Shares Held
47,192
+3505.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#684
of 2,304 holders
Holding Since
Sep 2022
16 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 Jun 30, 2026VESTOR CAPITAL, LLC holds $9,411,476 across 4 Capital Markets names. SCHW ranks #1 (46.3% of the industry book) .
All Filings in SCHW
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,354,405 | 47,192 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $123,019 | 1,309 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $149 | 15,275 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $151,224 | 1,584 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $7,519 | 68,292 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $120,394 | 1,538 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $115,159 | 1,556 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $93,909 | 1,449 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $121,883 | 1,654 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $119,650 | 1,654 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $129,206 | 1,878 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $116,278 | 2,118 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $138,922 | 2,451 | Shares | Sole | 2023-08-21 | |
| 2023-03-31 | $73,174 | 1,397 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $8,186,289 | 98,322 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,138,273 | 71,494 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||