Position in SCHW
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$3,374,037
+$5,794 QoQ
Shares Held
36,567
+2.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#767
of 2,304 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Linscomb Wealth, Inc. holds $11,097,855 across 2 Capital Markets names. SCHW ranks #2 (30.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
36,949 | $7,723,818 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
36,567 | $3,374,037 |
All Filings in SCHW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,374,037 | 36,567 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $3,368,243 | 35,840 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,606,250 | 46,104 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,222,447 | 44,228 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,994,122 | 43,776 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,147,951 | 40,214 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,921,840 | 39,479 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,469,001 | 38,096 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $2,782,387 | 37,758 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,554,180 | 35,308 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,439,097 | 35,452 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,901,022 | 34,627 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,943,387 | 34,287 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,808,105 | 34,519 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,065,300 | 36,816 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,539,023 | 35,328 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,112,233 | 33,432 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,859,036 | 33,911 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $2,977,644 | 35,406 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,572,417 | 35,316 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $2,572,231 | 35,328 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,259,986 | 34,673 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,701,841 | 32,086 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,028,388 | 28,385 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $992,259 | 29,409 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,037,042 | 30,846 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||