Position in SCHW
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$5,259
+$91 QoQ
Shares Held
57
+3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,242
of 2,304 holders
Holding Since
Jun 2021
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, 2026WestEnd Advisors, LLC holds $28,150 across 5 Capital Markets names. SCHW ranks #3 (18.7% of the industry book) .
All Filings in SCHW
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,259 | 57 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $5,168 | 55 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $5,495 | 55 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,723 | 39 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,375 | 37 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $3,914 | 50 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,294 | 31 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,814 | 28 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,842 | 25 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $434 | 6 | Shares | Sole | 2024-05-07 | |
| 2022-03-31 | $1,433 | 17 | Principal | Other | 2022-04-26 | |
| 2021-12-31 | $1,513 | 18 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $1,311 | 18 | Principal | Sole | 2021-10-26 | |
| 2021-06-30 | $1,237 | 17 | Principal | Sole | 2021-07-15 | |
| No filing history on record for this holder in this stock. | ||||||