Position in SCHW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$929,066
-$27,838 QoQ
Shares Held
10,069
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,249
of 2,304 holders
Holding Since
Dec 2024
7 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, 2026KANAWHA CAPITAL MANAGEMENT LLC holds $1,239,908 across 2 Capital Markets names. SCHW ranks #1 (74.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
10,069 | $929,066 | |
| 2 | MS |
Morgan Stanley
|
1,487 | $310,842 |
All Filings in SCHW
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $929,066 | 10,069 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $956,904 | 10,182 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,017,283 | 10,182 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $972,075 | 10,182 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,151,722 | 12,623 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $988,128 | 12,623 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $934,228 | 12,623 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||