Position in SCHW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$224,492
-$4,161 QoQ
Shares Held
2,433
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,898
of 2,304 holders
Holding Since
Mar 2020
11 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, 2026Douglass Winthrop Advisors, LLC holds $1,381,319 across 2 Capital Markets names. SCHW ranks #2 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
5,534 | $1,156,827 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
2,433 | $224,492 |
All Filings in SCHW
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,492 | 2,433 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $228,653 | 2,433 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $628,833 | 6,294 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $532,149 | 5,574 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $397,441 | 4,356 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $321,417 | 4,106 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $303,885 | 4,106 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $266,109 | 4,106 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $302,571 | 4,106 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $388,465 | 5,370 | Shares | Sole | 2024-05-13 | |
| 2020-03-31 | $212,142 | 6,310 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||