Position in SCHW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$15,942,687
+$147,845 QoQ
Shares Held
172,783
+2.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
3.30%
of 13F equity value
Holder Rank
#407
of 2,310 holders
Holding Since
Mar 2023
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, 2026Goodman Financial Corp holds $15,942,687 across 1 Capital Markets name. SCHW ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
172,783 | $15,942,687 |
All Filings in SCHW
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,942,687 | 172,783 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $15,794,842 | 168,066 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $19,797,266 | 198,151 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $18,563,186 | 194,440 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $18,465,151 | 202,380 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $16,082,312 | 205,446 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $15,397,484 | 208,046 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $13,544,512 | 208,988 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $15,103,649 | 204,962 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $14,566,310 | 201,359 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $13,173,480 | 191,475 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $10,422,600 | 189,847 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $10,563,735 | 186,375 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $9,525,303 | 181,850 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||