Position in SCHW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$289,912
-$5,373 QoQ
Shares Held
3,142
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,772
of 2,304 holders
Holding Since
Mar 2023
14 quarters on record
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026STEEL GROVE CAPITAL ADVISORS, LLC holds $15,048,836 across 3 Capital Markets names. SCHW ranks #2 (1.9% of the industry book) .
All Filings in SCHW
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $289,912 | 3,142 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $295,285 | 3,142 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $311,719 | 3,120 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $297,866 | 3,120 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $284,668 | 3,120 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $244,233 | 3,120 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $506,968 | 6,850 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $443,948 | 6,850 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $504,776 | 6,850 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $513,614 | 7,100 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $405,920 | 5,900 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $336,482 | 6,129 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $339,399 | 5,988 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $270,018 | 5,155 | Shares | Sole | 2023-04-14 | |
| No filing history on record for this holder in this stock. | ||||||