Position in SCHW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,718,181
+$385,222 QoQ
Shares Held
29,459
+18.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#833
of 2,304 holders
Holding Since
Sep 2020
14 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, 2026Texas Yale Capital Corp. holds $31,513,292 across 4 Capital Markets names. SCHW ranks #3 (8.6% of the industry book) .
All Filings in SCHW
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,718,181 | 29,459 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,332,959 | 24,824 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,509,239 | 25,115 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,397,729 | 25,115 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,254,996 | 24,715 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,996,061 | 25,499 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,842,108 | 24,890 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,348,048 | 20,800 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,602,757 | 21,750 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,595,097 | 22,050 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,324,331 | 19,249 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,004,670 | 18,300 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,037,244 | 18,300 | Shares | Sole | 2023-08-03 | |
| 2020-09-30 | $247,849 | 6,841 | Shares | Sole | 2020-11-10 | |
| No filing history on record for this holder in this stock. | ||||||