Position in SCHW
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$290,927
-$5,391 QoQ
Shares Held
3,153
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,771
of 2,304 holders
Holding Since
Dec 2024
7 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, 2026SeaBridge Investment Advisors LLC holds $9,309,604 across 3 Capital Markets names. SCHW ranks #3 (3.1% of the industry book) .
All Filings in SCHW
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $290,927 | 3,153 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $296,318 | 3,153 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $318,712 | 3,190 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $304,549 | 3,190 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $316,146 | 3,465 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $284,547 | 3,635 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $328,234 | 4,435 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||