Position in SCHW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$68,464
+$9,257 QoQ
Shares Held
742
+17.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,049
of 2,304 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Derivatives in SCHW
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$239,902
PutShares
2,600
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026CREDIT INDUSTRIEL ET COMMERCIAL holds $640,092 across 3 Capital Markets names. SCHW ranks #2 (10.7% of the industry book) .
All Filings in SCHW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,902 | 2,600 | Put | Defined | 2026-07-24 | |
| 2026-06-30 | $68,464 | 742 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $244,348 | 2,600 | Put | Defined | 2026-04-29 | |
| 2026-03-31 | $59,207 | 630 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $259,766 | 2,600 | Put | Defined | 2026-02-03 | |
| 2025-12-31 | $55,450 | 555 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $65,510 | 718 | Shares | Defined | 2025-08-07 | |
| 2025-06-30 | $1,824,800 | 20,000 | Put | Defined | 2025-08-07 | |
| 2025-03-31 | $428,817 | 5,478 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $1,565,600 | 20,000 | Put | Defined | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||