Position in SCHW
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$727,179
-$21,183 QoQ
Shares Held
7,881
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,352
of 2,304 holders
Holding Since
Jun 2025
5 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, 2026OKABENA INVESTMENT SERVICES INC holds $3,696,342 across 3 Capital Markets names. SCHW ranks #2 (19.7% of the industry book) .
All Filings in SCHW
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $727,179 | 7,881 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $748,362 | 7,963 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,309,419 | 23,115 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $764,332 | 8,006 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,114,405 | 12,214 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||