Position in SCHW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$20,853
+$10,140 QoQ
Shares Held
226
+98.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,159
of 2,304 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026BOK Financial Private Wealth, Inc. holds $3,755,172 across 8 Capital Markets names. SCHW ranks #4 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
14,460 | $3,022,718 | |
| 2 | EVR |
Evercore Inc.
|
1,965 | $670,929 | |
| 3 | GS |
Goldman Sachs Group Inc
|
26 | $26,295 | |
| 4 | SCHW |
Schwab Charles Corp
This page
|
226 | $20,853 | |
| 5 | SF |
Stifel Financial Corp
|
87 | $6,069 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
42 | $4,211 | |
| 7 | NMR |
Nomura Holdings Inc
|
312 | $2,739 | |
| 8 | PJT |
PJT Partners Inc.
|
9 | $1,358 |
All Filings in SCHW
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,853 | 226 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $10,713 | 114 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $11,389 | 114 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $10,883 | 114 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $46,258 | 507 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $16,751 | 214 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $16,060 | 217 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $13,869 | 214 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $15,769 | 214 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $15,480 | 214 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $16,443 | 239 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $6,258 | 114 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $6,461 | 114 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $7,961 | 152 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $9,491 | 114 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $8,193 | 114 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $7,202 | 114 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $562,094 | 6,667 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $514,692 | 6,120 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $383,138 | 5,260 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $374,170 | 5,139 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $253,485 | 3,889 | Shares | Sole | 2021-05-12 | |
| 2020-03-31 | $273,969 | 8,149 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||