Position in SCHW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$353,394
-$29,856 QoQ
Shares Held
3,830
-6.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,659
of 2,304 holders
Holding Since
Jun 2025
5 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, 2026WRAPMANAGER INC holds $1,997,001 across 3 Capital Markets names. SCHW ranks #3 (17.7% 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 | $353,394 | 3,830 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $383,250 | 4,078 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $403,136 | 4,035 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $445,558 | 4,667 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $509,484 | 5,584 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||