Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,169,397
-$872,677 QoQ
Shares Held
131,889
-5.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#467
of 2,303 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Curi Capital, LLC holds $52,533,468 across 8 Capital Markets names. SCHW ranks #3 (23.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
111,524 | $23,312,976 | |
| 2 | SF |
Stifel Financial Corp
|
200,717 | $14,004,024 | |
| 3 | SCHW |
Schwab Charles Corp
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|
131,889 | $12,169,397 | |
| 4 | GS |
Goldman Sachs Group Inc
|
1,892 | $1,913,511 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
3,775 | $378,556 | |
| 6 | EVR |
Evercore Inc.
|
792 | $270,420 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
5,108 | $255,297 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
814 | $229,287 |
All Filings in SCHW
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,169,397 | 131,889 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $13,042,074 | 138,775 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $13,850,122 | 138,626 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $16,351,814 | 171,277 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $15,725,031 | 172,348 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $13,896,813 | 177,527 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $14,901,099 | 201,339 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $13,025,060 | 200,973 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $11,098,450 | 150,610 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $11,196,351 | 154,774 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $360,030 | 5,233 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $231,787 | 4,222 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $217,707 | 3,841 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $231,048 | 4,411 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $421,878 | 5,067 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $303,507 | 4,223 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $293,534 | 4,646 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $435,208 | 5,162 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $305,535 | 3,633 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $264,627 | 3,633 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $204,450 | 2,808 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||