Position in SCHW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$52,132
+$3,733 QoQ
Shares Held
565
+9.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,079
of 2,304 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Estabrook Capital Management holds $309,856 across 3 Capital Markets names. SCHW ranks #2 (16.8% of the industry book) .
All Filings in SCHW
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,132 | 565 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $48,399 | 515 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $39,464 | 395 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $37,710 | 395 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $36,039 | 395 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $148,340 | 1,895 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $140,248 | 1,895 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $122,814 | 1,895 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $139,642 | 1,895 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $137,084 | 1,895 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $130,376 | 1,895 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $104,035 | 1,895 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $107,408 | 1,895 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $20,690 | 395 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,746 | 45 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,234 | 45 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,843 | 45 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,793 | 45 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,784 | 45 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||