Position in SCHW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,218,787
+$189,544 QoQ
Shares Held
56,560
+5.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
#635
of 2,304 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 29%
Shared 71%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026SOMERVILLE KURT F holds $6,514,835 across 2 Capital Markets names. SCHW ranks #1 (80.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
56,560 | $5,218,787 | |
| 2 | MS |
Morgan Stanley
|
6,200 | $1,296,048 |
All Filings in SCHW
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,218,787 | 56,560 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $5,029,243 | 53,514 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $6,549,595 | 65,555 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,180,916 | 43,793 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,223,333 | 24,368 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||