Position in SCHW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,151,204
+$213,203 QoQ
Shares Held
34,152
+9.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#782
of 2,304 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 31%
Shared 69%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Broderick Brian C holds $3,362,543 across 2 Capital Markets names. SCHW ranks #1 (93.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
34,152 | $3,151,204 | |
| 2 | MS |
Morgan Stanley
|
1,011 | $211,339 |
All Filings in SCHW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,151,204 | 34,152 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,938,001 | 31,262 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,335,294 | 23,374 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,266,884 | 13,270 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $290,140 | 3,180 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||