Position in SCHW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$304,306
+$64,094 QoQ
Shares Held
3,298
+29.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,738
of 2,304 holders
Holding Since
Mar 2023
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Valmark Advisers, Inc. holds $1,886,802 across 3 Capital Markets names. SCHW ranks #3 (16.1% of the industry book) .
All Filings in SCHW
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,306 | 3,298 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $240,212 | 2,556 | Shares | Sole | 2026-05-01 | |
| 2023-06-30 | $574,451 | 10,135 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $492,791 | 9,408 | Shares | Sole | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||