WHALEROCK POINT PARTNERS, LLC
Position in SCHW — Schwab Charles Corp
CIK 1389709
West Palm Beach, FL
Position in SCHW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$292,126
-$5,414 QoQ
Shares Held
3,166
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,767
of 2,304 holders
Holding Since
Dec 2023
11 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, 2026WHALEROCK POINT PARTNERS, LLC holds $2,586,350 across 3 Capital Markets names. SCHW ranks #3 (11.3% of the industry book) .
All Filings in SCHW
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $292,126 | 3,166 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $297,540 | 3,166 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $316,315 | 3,166 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $302,258 | 3,166 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $288,865 | 3,166 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $247,834 | 3,166 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $234,315 | 3,166 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $205,188 | 3,166 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $233,302 | 3,166 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $229,028 | 3,166 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $233,713 | 3,397 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||