Position in SCHW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$635,647
+$60,021 QoQ
Shares Held
6,889
+12.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,403
of 2,303 holders
Holding Since
Jun 2021
16 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Hilltop Holdings Inc. holds $6,711,823 across 5 Capital Markets names. SCHW ranks #3 (9.5% of the industry book) .
All Filings in SCHW
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $635,647 | 6,889 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $575,626 | 6,125 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,157,357 | 11,584 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,146,308 | 12,007 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $898,166 | 9,844 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $812,311 | 10,377 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $831,353 | 11,233 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $819,651 | 12,647 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $543,831 | 7,380 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $534,809 | 7,393 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $489,030 | 7,108 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $415,811 | 7,574 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,112,797 | 19,633 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $961,276 | 18,352 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $516,877 | 6,208 | Shares | Defined | 2023-02-14 | |
| 2021-06-30 | $357,788 | 4,914 | Shares | Defined | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||