Position in SCHW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$537,380
-$20,391 QoQ
Shares Held
5,824
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,474
of 2,304 holders
Holding Since
Dec 2023
11 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, 2026KLCM Advisors, Inc. holds $3,043,425 across 4 Capital Markets names. SCHW ranks #2 (17.7% of the industry book) .
All Filings in SCHW
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $537,380 | 5,824 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $557,771 | 5,935 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $582,974 | 5,835 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $470,571 | 4,929 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $377,186 | 4,134 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $332,376 | 4,246 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $315,134 | 4,258 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $288,922 | 4,458 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $328,510 | 4,458 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $328,278 | 4,538 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $220,504 | 3,205 | Shares | Sole | 2024-01-31 | |
| No filing history on record for this holder in this stock. | ||||||