Position in SCHW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$445,756
-$7,321 QoQ
Shares Held
4,831
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,559
of 2,303 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, 2026PRINCETON CAPITAL MANAGEMENT LLC holds $2,234,265 across 4 Capital Markets names. SCHW ranks #3 (20.0% 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 | $445,756 | 4,831 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $453,077 | 4,821 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $468,178 | 4,686 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $447,945 | 4,692 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $428,554 | 4,697 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||