Position in SCHW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,167,307
-$134,034 QoQ
Shares Held
12,651
-8.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,145
of 2,304 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Essex Financial Services, Inc. holds $7,805,088 across 7 Capital Markets names. SCHW ranks #3 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
4,454 | $4,504,641 | |
| 2 | MS |
Morgan Stanley
|
5,885 | $1,230,200 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
12,651 | $1,167,307 | |
| 4 | SF |
Stifel Financial Corp
|
3,666 | $255,776 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
4,502 | $225,009 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
2,539 | $220,994 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
2,006 | $201,161 |
All Filings in SCHW
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,167,307 | 12,651 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $1,301,341 | 13,847 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $1,282,145 | 12,833 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $1,215,142 | 12,728 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $1,219,878 | 13,370 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $1,022,884 | 13,067 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $960,575 | 12,979 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $871,824 | 13,452 | Shares | Defined | 2024-10-24 | |
| 2024-06-30 | $961,801 | 13,052 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $702,855 | 9,716 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $639,771 | 9,299 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $497,009 | 9,053 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $491,358 | 8,669 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $375,931 | 7,177 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $256,357 | 3,079 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $230,774 | 3,211 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $218,160 | 3,453 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $278,054 | 3,298 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $261,635 | 3,111 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $247,874 | 3,403 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $238,962 | 3,282 | Shares | Sole | 2021-07-30 | |
| 2020-06-30 | $294,617 | 8,732 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $286,913 | 8,534 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||