Position in SCHW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,098,496
-$38,891 QoQ
Shares Held
22,743
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#915
of 2,304 holders
Holding Since
Mar 2020
26 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, 2026K.J. Harrison & Partners Inc holds $18,130,769 across 3 Capital Markets names. SCHW ranks #3 (11.6% of the industry book) .
All Filings in SCHW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,098,496 | 22,743 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,137,387 | 22,743 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,392,145 | 23,943 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,285,838 | 23,943 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,188,199 | 34,943 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $4,300,938 | 54,943 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $4,362,371 | 58,943 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,744,249 | 42,343 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,353,879 | 31,943 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $4,083,086 | 56,443 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $3,470,478 | 50,443 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $3,155,816 | 57,483 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $3,802,264 | 67,083 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,680,507 | 32,083 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,838,630 | 22,083 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $1,587,105 | 22,083 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,458,383 | 23,083 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,996,713 | 23,683 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,991,740 | 23,683 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,725,069 | 23,683 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $2,809,228 | 38,583 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,645,199 | 40,583 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,245,146 | 61,183 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $3,626,623 | 100,100 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $576,954 | 17,100 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $504,300 | 15,000 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||