Position in SCHW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$439,482
-$21,395 QoQ
Shares Held
4,763
-2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,573
of 2,314 holders
Holding Since
Mar 2024
10 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, 2026Cannell & Spears LLC holds $8,079,064 across 6 Capital Markets names. SCHW ranks #3 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
5,912 | $5,979,219 | |
| 2 | HLI |
Houlihan Lokey, Inc.
|
8,671 | $1,163,041 | |
| 3 | SCHW |
Schwab Charles Corp
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|
4,763 | $439,482 | |
| 4 | MS |
Morgan Stanley
|
1,388 | $290,147 | |
| 5 | BGC |
BGC Group, Inc.
|
16,255 | $173,765 | |
| 6 | DEFT |
Defi Technologies, Inc.
|
65,000 | $33,410 |
All Filings in SCHW
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $439,482 | 4,763 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $460,877 | 4,904 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $466,579 | 4,670 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $460,165 | 4,820 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $440,871 | 4,832 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $377,701 | 4,825 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $390,254 | 5,273 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $312,708 | 4,825 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $311,340 | 4,225 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $564,686 | 7,806 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||